Building A Solid Foundation
Our Path To Retirement
At Alignment Financial Advisors we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. We pride ourselves on developing thorough, written retirement plans and thoroughly manage every aspect of retirement, so that you can rest easy, knowing that your assets are well-positioned to match your personal goals and to help provide reliable income in retirement.
All of the financial services we offer fall under our 5-Step Path To Retirement. Once we develop your plan, we will not stop there.
Now, begins the journey. We will be there to help you analyze, implement & monitor your plan every step of the way for the rest of your life.
Scroll below to start your path today!
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Retirement Planning
Most roofers have their wealth tied up in their business. We help you build retirement income outside of your company, so you’re not relying on one big exit to fund your future.
Key Employee Compensation Plans
If your top employees walked out tomorrow, what would it cost you? We help you create “golden handcuff” strategies that motivate them to stay and grow with your business.
Tax Strategies
We all have a patriotic duty to pay as little tax as possible. We have tools specifically designed for roofing business owners to help you keep more of your own money.
Stock Market Investments
Whether for you personally, or your business, we put your money to work. This means anything from 401k’s for your business to Executive Pension Plans for you.
Exit Planning
Whether you plan to sell, pass it down, or step back, your exit shouldn’t be left to chance, or dictated by PE. We help you build a strategy to leave your business on your terms.
Parallel Wealth
Parallel Wealth means building your business and your personal wealth side-by-side. It’s using the strength of your company today to build personal assets while preserving the cash flow needed to keep your business growing.