GROWTH AND INCOME PORTFOLIOS DESIGNED FOR TODAY’S MARKET ENVIRONMENT.
ADVANCED MODEL PORTFOLIOS
GOING BEYOND TRADITIONAL BUY AND HOLD INVESTING
DISCIPLINED INVESTMENT MODELS THAT ADJUST BASED ON MARKET FACTORS AND RISK, DESIGNED TO REDUCE YOUR DOWNSIDE RISK AND IMPROVE UPSIDE CAPTURE.
IT IS TIME FOR A SMARTER PORTFOLIO
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RETIREMENT SAVINGS MATRIX
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Advanced Growth & Income Model Portfolios are professionally designed and monitored by your dedicated Advisor. Each Advisor has over 10+ years experience and holds the Certified Financial Planner™ designation.
Model Portfolios are constructed of a core line up of index funds, active management funds (primarily for fixed income), fixed and variable annuities, real estate and other traditional and alternative style investment options. Your portfolio is designed for your risk and tax planning needs in mind.
While Growth and Income portfolios are our forte, wealth management is our DNA. We help our clients with their comprehensive wealth management needs.
Investment Management + Retirement Planning + Tax Planning + Education Planning + Risk Management + Charitable Planning + Estate Planning + More!
Portfolios Designed For The Three Key Life Stages
ONE – Wealth Accumulation
TWO – Red Zone (transitionary period)
THREE – Income Payout Timeframe
1% or less based on the Assets Under Management.
Our compensation is tied to the portfolio value which allows our interests to be aligned, we both want to grow the portfolio.
SELECT YOUR INVESTING GOAL
ENHANCED GROWTH OPTIONS
The Advanced Growth Models are built around your risk tolerance and investing time horizon. With two unique and independent portfolios, one designed for the “booming" markets and another for the “busting" markets, Alpha portfolios help grow your wealth long-term by decreasing downside risk and improving upside exposure.
ENHANCED INCOME OPTIONS
Extensive Income Options providing you diversification and passive income for your retirement needs. Available Income options include: Farmland, Commercial Real Estate, Residential Real Estate, Income Annuities, Blue Chip Dividend stocks, High Yield Bonds, Traditional and Non Traditional Bonds, and more.
YOUR OTHER FINANCIAL PLANNING NEEDS
Going Beyond Investment Management
Planning and preparing for retirement can be overwhelming due to the many obstacles that may impact your retirement years.
Clients of Alpha Retirement partner with their Certified Financial Planner™ to address the many financial questions facing them along their journey.
Enjoy life, do not waste it on pitfalls and mishaps. We believe by taking a few steps to properly prepare you can enjoy freedom and opportunity tomorrow.
Common Financial Life Issues
Risk Management & Insurance Planning
Banking & Credit Management
Business Succession Planning
Planning for Incapacity
Education and Family Support
Titling & Beneficiary Designations
Executor & Trustee Selection
Distribution of Estate
Alpha Retirement is subsidiary of Typher Financial Services, LLC.
Registered with the State of Colorado as an independent Registered Investment
Formed in 1996, Typher Financial Services, LLC. is a Fiduciary Advisory Firm that provides comprehensive financial guidance to our clients, and we do this under one key principle, putting our clients interests ahead of our own.
Every Adviser carries the Certified Financial Planner™ Designation, the gold standard in the financial planning profession.
Every Adviser has over 10 years of professional investment management and financial planning experience.
We partner with TD Ameritrade, the custodian of Typher Financial Services, LLC.
SAVING LIVES, RESTORING HOPE
Operation Underground Railroad
A 501(c)3 Private Charity
5% of Alpha Retirement’s revenue is donated to Operation Underground Railroad.
A private organization focused on rescuing children from sex trafficking.
Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Alpha Retirement’s charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered.