Collaborative Team
While Alpha Financial Services provides a full range of financial offerings, we realize our clients also need experts
in other fields to contribute to their financial plans. To offer our clients expertise in legal issues, asset management,
and accounting issues, we have formed Legacy Strategies, a strategic alliance of four separate businesses that also work
together at times. Legacy Strategies, formed out of our collective values and shared dedication to offering clients personalized,
expert financial services, allows Alpha Financial Services and our three affiliates collaborative team members to offer clients the collective value of four complementary businesses.
We proudly and confidently recommend the following associates:
Miller Legal Strategic Planning Center, P.A. Miller Legal aims to empower the individual and family by informing
them as to specific estate planning services and asset protection strategies available under the law. This accomplished
firm provides estate planning; farm and business succession planning; asset protection tools; medical assistance planning,
probate, guardianship and conservatorship; and other client services. Miller Legal also provides credited continuing education
courses for social workers, financial advisors and accountants. www.estateplanning.com/millerlegal/
Casey, Menden, Faust & Nelson, P.A. Certified public accountants and consultants, Casey, Menden, Faust & Nelson offers the
following services: dealer advertising association; accounting services, audits, reviews and compilations; bookkeeping/write-up;
financial statements; financial forecasts and projections; cash flow and budgeting analysis; tax services; tax planning and
preparation; tax preparation; IRS representation; sales tax services; estate and trust tax preparation; consulting services;
accounting software selection and implementation; business succession planning; estate planning; financial planning; retirement
planning; business consulting; pension and profit sharing plans; and investment review. www.caseymenden.com
Anchor Financial Services. Anchor Financial Services offers investors custom style portfolios designed to meet their investment
goals and risk tolerance. Utilizing a strict and strategic investment process, Anchor Financial provides its clients with asset allocation
strategies and portfolio management designed to meet their investment objectives. An SEC (Securities Exchange Commission) registered
Investment Advisory Firm headquartered in Minneapolis, Minnesota, Anchor Financial Services is an independent, fee-based asset management
firm dedicated to providing active portfolio management to individual and institutional clients. www.anchorfinancialservices.com |
