Kennedy Financial

Alpha Planners is an independent financial services firm based in Solon, OH, specializing in helping individuals and families create retirement strategies tailored to their unique needs and objectives. With a team of experienced professionals, they offer a range of services including income strategies, Medicare planning, and legal shield services to ensure their clients can live their retirement years with confidence. Committed to providing personalized solutions, Alpha Planners utilizes the Alpha Planning Process to assess each client's current financial situation and determine their retirement needs. Through this process, they develop custom strategies that help individuals reach their retirement goals, taking into account factors such as taxes, changing laws, and options for tax deductions. With a focus on delivering reliable income streams and protection benefits, Alpha Planners aims to help their clients navigate the complexities of retirement planning and achieve financial peace of mind.Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.