Alpha Financial & Tax

ALPHA MANAGEMENT INC is an independent financial services based in Colorado Springs, Colorado. Because every investor is unique and has their own needs, goals and expectations, we are careful to take a "big picture" approach in our client relationships. This means that we examine as much of your personal situation as possible. By doing this, we can most effectively offer guidance, suggestions, planning and implementation for you and your family.Our first meeting together will merely be a fact-finding and "get acquainted" session, during which we can learn about your goals, and during which you can get to know us and how we approach the advisor-client relationship. Typically no decisions or commitments on either end are made during the first meeting.After that may be another meeting or two during which we explore possibilities and ideas, and also clarify costs and expectations of an advisory relationship. If the decision is made to move forward, implementation of your plan begins.