Is it Coming Together?

Alkire Financial Advisory, Inc. is a fee-only practice specializing in broad
based financial planning services. With 25 years’ experience,
Charles G. Alkire, CFP®, offers objective, long-term, investment advisory
services without the conflicts associated with a product based business.


RETIREMENT PLANNING

The decision when and how to take a pension or Social Security might be the biggest financial decision some people ever make. It helps to understand the options and look at the long term when planning.

WHAT WE DO

At Alkire Financial Advisory, Inc.
we take a realistic approach to
the process of financial planning,
which is often altered by
unexpected health-care challenges.

LONG-TERM PLANNING

Changes in living arrangements because of changes in health status can disrupt the most carefully planned retirement. Understanding the options and how to pay for alternative living arrangements can make the transition much smoother.


WANT TO KNOW MORE ABOUT OUR SERVICES?

Design income and expense projections for retirement planning and post-retirement longevity needs.

Offer objective review of current financial status without the distraction of product sales.

Provide broad-base financial planning for all family members.

Act as an objective financial consultant for those making significant or challenging life changes.

Partner with other professional advisors to provide planning services to fit individual needs.

NO minimum asset or income level required for service.