This is an example page. It’s different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:
Hi there! I’m a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like piña coladas. (And gettin’ caught in the rain.)
…or something like this:
The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.
As a new WordPress user, you should go to your dashboard to delete this page and create new pages for your content. Have fun!
OUR SERVICES
Principal, Financial Advisor
Choosing a financial advisor is a major decision; you want someone reliable, responsive, and knowledgeable, like your financial quarterback who rallies the team and calls the play. I put a premium on personal connections in finance management, because trust is key. My 20+ years in financial planning have seen me assist individuals, families, retirees, small businesses, and executives. At Gary Alpert Financial Strategies, we take your wealth seriously, always prioritizing your needs and values. Our team delivers personalized service for your financial needs, with me personally overseeing your financial plan. Outside of work, I relish time with my wife and our two dogs, exploring cultures and scenic destinations like Cuba, Madagascar, and Tajikistan, and cheering on the Georgia Bulldogs. I'm a CERTIFIED FINANCIAL PLANNER™, hold an MBA from the University of Georgia, a BS in Economics from SUNY Binghamton, and several FINRA series certifications.
Financial Planner
Evan, a financial planner with a deep understanding of the power of a well-structured plan and every dollar's worth, is dedicated to transforming money from a source of stress to a fuel for dreams. He's spent years helping clients tackle personal financial roadblocks and align their economic picture into a comprehensive, easy-to-follow plan. Originally from Indiana, Evan moved to Georgia in 2003 and is a proud alumnus of Woodstock High School and Kennesaw State University, where he earned his Bachelor of Business Administration in Finance, with a minor in Economics. Today, he resides in Marietta, GA with his fiancé, Neal, in a historic 1930’s bungalow they renovated, and enjoys hosting lively gatherings for friends. As a committed member and past President of the Rotary Club of Woodstock, Evan continues his grandfather's legacy of over six decades of Rotarian service. His certifications include the General Securities Representative, FINRA Series 7, and the Uniform Combined State Law Examination, FINRA Series 66, both currently held with LPL Financial.
Director of Client Services
Patty cares about family, friends, and community. She started her career in client services at a trusts & estates firm in Stamford, Connecticut. Her work experience includes client service as well as marketing and business development positions in law firms, technology companies and a marketing agency. She serves clients with kindness and excellence and her personal motivation is participation in well-orchestrated teamwork. Patty loves helping people, being productive, and having fun. She likes being out in the garden, on the golf course and entertaining family, friends, and clients. Patty is a native of Vermont, where she met her husband while he was on a hiking trip to Mount Mansfield. She enjoys living in East Cobb with her happily retired research chemist husband, Michael and their British shorthair cat, Trudie.
Client Service Associate
Liz ensures that all administrative tasks run smoothly and comply with industry regulations. Working remotely from her home at the foot of New York's Adirondack Mountains, she meticulously records and documents every detail to make the administrative experience easy and straightforward. Liz has a rich 30-year background in assisting stakeholders with kindness and humor. For more than a decade, she's been a proud part of the Integrated Financial Group consortium. Outside of work, Liz cherishes time with her husband, Chris, their pets, their three daughters and sons-in-law, and their grandsons, Charlie and Henry. A seasoned marathon runner, Liz has taken part in marathons in New York, Boston, and Chicago. In her leisure time, Liz loves to garden, volunteer, travel, attend concerts, and host family and friends.
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Hourly consulting is available for specific issues – $400.00 per hour. This is appropriate for guidance with regard to one particular element or question regarding estate planning or investing.
Retirement Plan Consulting is also available on an hourly fee basis.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Pricing Starting At: Singles $3500* | Couples $5000* | Business Owners $6500*
Financial Consulting includes the following services:
*Depending on complexity
**Client administers investment changes
Comprehensive Financial Planning included with managed assets above 750k. Financial Planning is an additional cost if less than 750k.
The following cost schedule applies for personalized financial planning services & wealth management relationships:
Aggregate Market Value | Investment Management Costs |
$3,000,000 + | .70% Annually |
$2,000,000 to $3,000,000 | .80% Annually |
$1,000,000 to $2,000,000 | .90% Annually |
$750,000 to $1,000,000 | 1% Annually* |
$500,000 to $750,000 | 1.25% Annually* |
Annual costs include the following services:
*Client pays all trading costs on accounts.