Our Services
Are You Well Invested? Wondering if There’s a Better Way?
Today’s investment environment coupled with complex regulation and changing tax laws is more complicated than ever. At this stage in your life, you may require a higher degree of customization and advice regarding your growing investments and desire for financial independence. Our mission is to stand beside you – to help make wealth management simpler for you. Our firm has helped clients – just like you – to develop a flexible wealth plan that’s designed to help achieve your financial goals.
Areas that We Can Help You
Our firm specializes in wealth management consulting – developing long-term investment strategies for investors. We take an objective and unbiased approach, tailoring each plan based on such questions as:
- How much money should I have for retirement?
- How should my money be invested?
- What should I do with my company retirement plans?
- How do I know if my insurance program is adequate to protect my family and myself in the areas of long term care and life insurance?
Financial Planning Services We Offer
- Financial Solutions
- Retirement Planning
- Financial Planning
- Investment Planning
- IRA Rollovers
- 401k Plans
- Education Planning
- Retirement Portfolios
New Client Process
If you are a prospective client, here are steps we suggest:
Introduction
You get to know us, we get to know you. You should find our Alden Wealth Management Intro Packet helpful and informative. An initial call or in-person meeting will allow for dialogue to help determine if our firm’s philosophies and services match you and your investment needs.
Email davidb@aldenwealth.com or call (908) 375-7990 to receive an Alden Wealth Management Intro Packet or to schedule an introductory call or meeting.
Analysis
If it is mutually determined that Alden Wealth Management may be the right firm for you, then we will perform a thorough analysis of your financial and investment picture, as well as propose a comprehensive “plan of action” tailored to your objectives.
Plan Presentation
We will guide you through your financial plan. You will be able to confirm our interpretation of your investment goals, and modify if necessary. Once this is done, we will review specific financial planning recommendations for your approval.
Implementation
At this point, we can develop an action plan to implement any of the recommendations you decide to move forward with. You decide how to prioritize your financial goals.
New Client Services
We will walk you through viewing your accounts on-line, acclimating to new statements and reports, and setting up paperless delivery if you prefer.