01. About Us
Alpha Financial Partners is a fiduciary based financial planning and investment advisory firm for institutions and individuals based in Lexington, Kentucky. Our company was formed in early 2020 by three industry veterans with a combined industry experience of over fifty years. At the core of our existence is helping people. We wake up every day thinking about our clients and how we can get their families and their employees on track for a long and healthy retirement.
02. Our Philosophy
At the core of Alpha Financial Partners is being fiduciaries for our clients. We are committed to putting our clients needs before our own and to being consultative and transparent in our approach. We see it as our mission to educate our clients and lead them to financial freedom. We strive to be our client’s personal CFO and trusted advisor to simplify financial complexity and enable our clients to focus on what matters most to them, their family and their employees.
03. Our Process
To achieve financial freedom our team at Alpha Financial Partners focuses on creating a customized and comprehensive financial plan. We start by having an in-depth conversation to examine your current situation and identify your financial goals. We collaborate with your other trusted advisors to analyze and evaluate your financial situation. We then create, help implement, and regularly monitor your plan to increase the likelihood for success.
Contact us today to learn more about our services
Click on the PDF link below to read more about the COVID-19 and the vaccine.
On June 3, 2020, the U.S. Department of Labor (DOL) issued an information letter providing guidance around the use of private equity investments in defined contribution (DC) plans (e.g., 401(k)) as a component of a more diversified investment option, such as an asset allocation fund, a separately managed account, or a Collective Investment Trust. Employer-sponsored defined benefit (DB) plans, such as pension plans, have long leveraged these types of investments in portfolios, and the DOL’s guidance is focused on addressing use of these investments in DC plans. The letter identifies several factors plan fiduciaries should consider when evaluating the risks and benefits of choosing an investment fund with a private equity investment allocation. These factors are outlined to the right of this document. Click the PDF link below to continue reading the factors plan fiduciaries should evaluate and consider.
Check out this "By the Numbers" article by MFS!