Welcome To Alpha Financial
Helping You Secure Financial Peace-of-Mind
Helping You Secure Financial Peace-of-Mind
About Us
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Ryan Urban
Retirement Planning Specialist Alpha Financial Partner Ryan P Urban has been in financial services for two decades, and has a broad background in areas that are key to a long, healthy, happy and prosperous retirement.
For several years Ryan was Executive Director with a large Colorado home health care company, working literally hand in hand with retired seniors and their families to keep clients healthy and happy in their homes. This experience gave him an intimate understanding of the health, family and financial issues we all face as we age. Ryan was also a Director with a Fortune 100 Medicare Insurance company, responsible for providing Medicare Supplements and Medicare Advantage Plans to thousands of Colorado seniors. His deep knowledge of the Medicare industry, Social Security and Medicaid provides a valuable resource for his clients and their families. As a personal financial expert, Ryan specializes in retirement income planning and implementation, guiding his clients through the seemingly endless maze of financial options by understanding their personal needs, desires and goals to find just the right fit. Ryan and his wife Diana have lived in Colorado Springs since 1983, and have two beautiful daughters, Shannon and Megan. |
Our Financial Services
What We Do For Clients At Alpha Financial
What We Do For Clients At Alpha Financial
What We Offer
Complete Financial Planning
We are specialists in the entire Retirement Income Planning process. We will work closely with you to maximize your current retirement income, or to craft a new plan that will help you live the life you want. Communication is key, and we pledge that your plan will be right for your risk tolerance, time frame, goals and comfort level.
Tax & Estate Planning
Estate Planning
Your big picture includes the safe, secure, timely and efficient transfer of your assets to your loved ones. Alpha Financial utilizes all available resources to help you reach that goal, and we can work with current attorneys and advisors if that is your preference.
Tax Planning
They say, “it’s not what you earn, but what you keep”. Alpha Financial not only works with you to maximize your assets at minimum risk, we also are careful to minimize your exposure to income taxation with a variety of tax-minimization strategies. Your bottom line is our top priority.
Business Planning
As author of the book “The Business Owner’s Guide to Money”, partner Ryan P Urban works with family businesses on a wide range of financial issues, from business planning to tax planning, from tax reduction to retirement plans, from business owner retirement planning to Business Exit Planning. You can visit www.alpha4business.com for more.
Your big picture includes the safe, secure, timely and efficient transfer of your assets to your loved ones. Alpha Financial utilizes all available resources to help you reach that goal, and we can work with current attorneys and advisors if that is your preference.
Tax Planning
They say, “it’s not what you earn, but what you keep”. Alpha Financial not only works with you to maximize your assets at minimum risk, we also are careful to minimize your exposure to income taxation with a variety of tax-minimization strategies. Your bottom line is our top priority.
Business Planning
As author of the book “The Business Owner’s Guide to Money”, partner Ryan P Urban works with family businesses on a wide range of financial issues, from business planning to tax planning, from tax reduction to retirement plans, from business owner retirement planning to Business Exit Planning. You can visit www.alpha4business.com for more.
Life Insurance & Long Term Care
Life Insurance, Long Term Care Insurance, Disability Insurance
An important part of the retirement planning process is protecting yourself and your family from the unexpected. Alpha Financial works with a wide range of insurance companies to find the right life insurance and long term care insurance plans for your personal needs and budget.
Budgeting, Bill Paying and Daily Money Management Services
Over the years we have found that clients and their families often have a difficult time keeping up with day-to-day financial tasks, such as bill paying, budgeting, medical claims management, communication with lawyers and CPA’s, and family interpersonal communication. Our Daily Money Management Services help to bring clarity and simplicity to your financial life.
An important part of the retirement planning process is protecting yourself and your family from the unexpected. Alpha Financial works with a wide range of insurance companies to find the right life insurance and long term care insurance plans for your personal needs and budget.
Budgeting, Bill Paying and Daily Money Management Services
Over the years we have found that clients and their families often have a difficult time keeping up with day-to-day financial tasks, such as bill paying, budgeting, medical claims management, communication with lawyers and CPA’s, and family interpersonal communication. Our Daily Money Management Services help to bring clarity and simplicity to your financial life.
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Get in Touch With Us
Please give us your contact information and we’ll be happy to reach out to you.
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Alpha Financial
7035 Campus Dr. Colorado Springs, CO 80920 Phone: (719) 659-9190 Email: alpha.financial@yahoo.com |