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Business Owner Services

Aaron Ammerman | Jul 21, 2021

Social Security Options to Help You Maximize Your Benefits

Social Security
Benefits
Employee Benefits
Check out this Social Security article from Fidelity!
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Aaron Ammerman | Jun 1, 2021

Keep or Sell Test

Business Planning
Retirement Planning
Exit Planning
Are you a business owner?  Have you been trying to decide whether to keep or sell your company? Knowing when to act and when not to act is a key component in
Read More
Aaron Ammerman | Jun 1, 2021

Keep or Sell Test

Business Planning
Retirement Planning
Exit Planning
Are you a business owner?  Have you been trying to decide whether to keep or sell your company? Knowing when to act and when not to act is a key component in
Read More
Aaron Ammerman | Apr 7, 2021

Using Private Equity in Defined Contribution Plans

Private Equity
Defined Contribution Plans
Retirement Planning
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
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Lexington Office 

319 Cedar St Ste 201
Lexington KY 40508

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10503 Meeting Street
Unit 101
Prospect, KY.  40059
 

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info@alphaky.com

     

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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