Who we are

IT’S SO NICE TO MEET YOU

The People & Purpose Behind the Process

Get to know who we are and what drives us to deliver professional financial planning services for each and every one of our clients.
Gary Alpert, CFP®
Gary Alpert, CFP®

Principal, Financial Advisor

Patty O’Toole
Patty O’Toole

Director of Client Services

Evan Bethards
Evan Bethards

Financial Planner

Liz Thomas
Liz Thomas

Client Service Associate

Meet Our Strategic Partner

Gary Alpert Financial Strategies is honored to be an active member of Integrated Financial Group (IFG), a consortium based in Atlanta, housing more than 100 independent financial planners from various parts of the country. The association of Gary Alpert with IFG provides an immeasurable advantage, opening up avenues to a proficient network of similar-minded colleagues for the sharing of tactics, exemplary practices, and guidance, as well as a team of strategic partners to help with our clients’ needs.
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What Is Our Philosophy?

Your views and values guide us in every decision we make on your behalf.
Foundation Matters.

We create every plan with a solid foundation in risk management, then strategically build on wealth accumulation and estate planning, ensuring that your financial structure remains robust and your future secure.

Cautious, but Not Conservative.

We ensure your financial stability by avoiding pitfalls in all aspects of your financial planning. We’re extremely cautious without being overly conservative.

Each Client is Unique.

We respect your unique values and circumstances, empowering you to enjoy life in the present while strategically preparing for a prosperous future.

Investing is All About Balance.

We embrace the philosophy that successful investing hinges on a long-term, disciplined approach with a balanced asset allocation tailored to your unique risk tolerance, financial goals, and liquidity needs, rather than attempting to predict short-term market fluctuations.

IN OUR COMMUNITY

When we’re not behind the desk working hard for our clients, you can catch us making a positive impact in our community. As the President of the Rotary Club of Woodstock, Georgia, Gary finds immense joy in the charity projects he helps curate throughout the year.

IN-PERSON & VIRTUAL EVENTS

When we’re not behind the desk working hard for our clients, you can catch us making a positive impact in our communities. As the President of the Rotary Club of Woodstock, Georgia, Gary finds immense joy in the charity projects he helps curate throughout the year.

Upcoming Events

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Certified Financial Planners: A Comprehensive Guide
July 25, 2024
12:00 pm

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Read More
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Certified Financial Planners: A Comprehensive Guide
October 9, 2024
12:00 pm

is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries

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Shared Learning, Collective Growth

We make an effort to educate members of our community through engaging in-person and virtual seminars on various critical topics, from making sense of social security to decision-making with aging parents to investment considerations.

Getting Started

Our dynamic 4-Step Planning Process stands as a testament to our values and dedication, applied meticulously to every service level. Your financial success is our mission, and we're committed to guiding you every step of the way.

Hourly Consulting

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.

Without Ongoing Investment Management

Pricing Starting At: Singles $3500* | Couples $4500* | Business Owners $6500*

Financial Consulting includes the following services:

  • 6-12 months
  • Following years reduced rate
  • Financial Organization
  • Asset Allocation
  • Retirement Income & Work Optional Planning
  • Business Planning
  • Trust & Estate Planning
  • Cash Flow Planning
  • Debt Reduction Strategies
  • Tax Review
  • Social Security Planning
  • Insurance Planning
  • College Planning

*Depending on complexity

**Client administers investment changes and pays all trading costs.

With Ongoing Investment Management

Financial Planning included with assets above 750k. Optional Financial Planning fee for less than 750k.

The following cost schedule applies for personalized financial planning services & advisory relationships:

Aggregate Market Value Investment Management Costs
$3,000,000 + .65% Annually
$2,000,000 to $3,000,000 .75% Annually
$1,000,000 to $2,000,000 .80% Annually
$750,000 to $1,000,000 1% Annually
$500,000 to $750,000 1.25% Annually*

Annual costs include the following services:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
  • Comprehensive Financial Planning
  • Retirement Planning – Social Security Analysis and Retirement Landscape Reports
  • Education Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance Analysis
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan) – current employment
  • Regular Client Reviews
  • Portfolio Analysis and Optimization
  • Management of search process and investment selection
  • On-going monitoring of client’s portfolio and money managers according to their investment policy statement
  • Management Investment Fee
  • Monthly Statements and Quarterly Performance Statements
  • On-line access to Investment Accounts
  • Company Stock Option Analysis
  • Intergenerational Wealth Transfer

*Client pays all trading costs on accounts.

Gary Alpert

CEO

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