Legal Disclaimer

  • Alkire Financial Advisory, Inc. is registered as an investment adviser with the state of Florida. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

  • Information on this website does not involve the rendering of personalized investment advice. A professional adviser should be consulted before implementing any of the strategies presented. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

  • Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

  • Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio.

  • Tax, legal and estate planning information is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Alkire Financial Advisory, Inc. is not engaged in the practice of law or accounting.
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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.