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1050 Walnut Street, Suite 100
Boulder, CO 80302 |
Contact:
Phone:
Email:
Website:
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Products/Services
Our
client focus is to help improve the quality of our clients’ lives by
providing comprehensive and personalized wealth management
services. We specialize in working with young families to help
them create a plan that answers the following questions:
- How does my family build wealth throughout our lives?
- How do we make sure that we have it ready when we need it?
- How do we transfer it to who we want to when we want to?
Message to Moxie Moms
From selecting the
safest car seat to picking the perfect name, having a baby means making
a lifetime of important decisions – especially about your family’s
financial future. One of the best ways to protect you and your
family’s financial future is to plan for it.
The Alpine Group can help you develop a comprehensive financial plan
that reflects your family’s specialized needs. We offer unbiased,
personalized advice to help you answer your most important financial
questions such as:
GENERAL PLANNING
- How will having a baby affect my finances?
- What financial documents must parents have and are they organized in a central file where both parents have access?
- Should I contribute to my 401(k) or IRA instead of saving for my children’s schooling?
- Will I be responsible for caring for aging parents as I raise my children? How will I plan for that responsibility?
- Should I (or my parents / in-laws) gift money to my child?
EDUCATION PLANNING
- Is it important for me to fund my children’s or grandchildren’s education?
- How much will college cost when my child is ready to enroll?
- How much will it cost to send my child to a particular private school? College?
- What is the best way to save for my child’s education?
- Do I want my child to have control of college education funding or do I want to restrict control?
- Are there savings options to pay for my child’s private school?
- My child’s grandparents want to provide a gift towards my child’s education. What is the best way for them to do that?
- Are there tax advantages for saving for my child’s education?
FAMILY FINANCIAL PHILOSOPHY
- How are my children learning about money?
- How important is it
to me to intervene in the financial lives of my children while I am
living, as a legacy, or both? How do I plan to do it?
- Do I have a family philanthropy plan?
IRS Circular 230 Disclosure Requirement
New Tax and Legal Disclaimer:
Citigroup
Inc., Its affiliates, and its employees are not in the business of
providing tax or legal advice. These materials and any tax-related
statements are not intended or written to be used, and cannot be used
or relied upon, by any such taxpayer for the purpose of avoiding tax
penalties. Tax-related statements, if any, may have been written in
connection with the “promotion or marketing” of the transaction(s) or
matter(s) addressed by these materials, to the extent allowed by
applicable law. Any such taxpayer should seek advice based on the
taxpayer’s particular circumstances from an independent tax advisor.
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