Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At ALG Financial Services, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

The Lens to Retirement Process

We take a full panoramic view of your retirement landscape and create custom financial strategies to help bring your unique dreams and goals into clear focus.

We offer services in these six areas:

Retirement Income Strategies

Unlike the working years, when you've likely drawn a regular paycheck, at retirement, it's time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won't outlive? We can help.

Annuities

Annuities are financial tools that can help you create a stream of income that you can't outlive. But today's annuities aren't like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We'll help you compare your options.

Asset Preservation Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We'll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

Life Insurance

Life insurance can play an important role in an overall financial strategy – both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income or legacy than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you're gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

We can also refer you to professionals who provide the following services:

Trusts

Probate

Charitable Giving

Estate Planning

Tax Planning

Ready To Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Schedule a Meeting

Or give us a call at (978) 969-1520.