Retirees | AlphaTrust Financial Management

Retirement isn’t an end — it’s a beginning we help you plan for.

You’ve worked a lifetime to build your nest egg — now it’s time to enjoy it. Our retirement planning helps you spend confidently, give generously, and live meaningfully.

We help retirees create tax-efficient income streams, optimize distributions, and preserve wealth for the next generation. You earned this. We make it last.

Top Concern:

Will I outlive my money?

Typical Client:

Individuals or couples in their 60s+ with $2M+ in assets and income needs

Planning Focus:

Tax-efficient withdrawals, legacy planning, healthcare and long-term care funding

“You are never too old to set another goal or to dream a new dream.”

— C.S. Lewis

At AlphaTrust, our approach is comprehensive, proactive, and deeply personal. We don’t believe in one-size-fits-all planning — we take time to understand your goals, challenges, and life stage so we can deliver strategies that work in the real world. From investment management and tax planning to risk protection and legacy building, our team brings a full spectrum of financial expertise to every client relationship.

Retirement income planning and drawdown strategy
Social Security and Medicare optimization
Tax-efficient withdrawals and RMDs
Legacy and estate planning
Lifestyle budgeting and healthcare cost forecasting

“We help you stop worrying about money — and start living with intention.”

Want to hear from our founder?

Frequently Asked Questions

We are a boutique financial + tax advisory firm that serves as a Chief Financial Officer for individuals and families looking for a collaborative approach to the management of every aspect of their finances.

Schedule a Discovery Call

Call / Text Us
(480) 681-0200
Email Us
connect@alphatrustadv.com

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and AlphaTrust Advisors^® are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge does not provide tax or legal advice, but AlphaTrust Advisors^® does. Please review our Client Relationship Summary and other disclosures for important information about how we work with our clients.