Financial Planning

Alamo Capital's new Silver Financial Planning Program can provide you with a complete evaluation of your current financial condition using a comprehensive financial computerized program, generating results that will create a secure and solid financial plan. This plan will be a living model for financial decisions.

» Project and show income and expenses, now through life expectancy
» Estimate and calculate savings and investments, now through retirement
» Estimate Social Security and pension benefits
» Provide asset allocation advice with customizable portfolio sets
» Project inflation-adjusted needs during retirement
» Estimate tuition and housing for most major colleges
» Calculate savings levels that will properly meet education expenses
» Use flowcharts and clear calculations to quickly discuss estate issues
» Show the impact of establishing a credit shelter and life insurance trust
» Illustrate long term care needs and costs

 

 

 

 

 

 

 

 

 

 

 

Broker/Dealer Member of: Finra & SIPC
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201 N. Civic Drive, Suite 145, Walnut Creek, CA 94596 (Map)
Phone: (800) 645-5560 | Fax: (925) 472-3909 | information@alamocapital.com