Mr. Cirino remarked, “Learning how to make better financial decisions should be the first step for investors, well before anything else. We show every retiree who comes in to our office, how to evaluate the true costs, fees, and tax consequences of their money, free from any sales interference or sales hype. These are the kinds of discussions retirees should be having.”
Jeffrey Cirino is the Founder and Chief Planner of the Alpha Planning Team. He has 20 years’ experience in the insurance and securities industries. He is also a Chartered Financial Consultant. Alpha Planning is a financial services firm serving northeast Ohio and specializes in the needs of pre- and post-retirees. Founded in 1993, Jeffrey and his team have developed their business by reaching out, nurturing, and maintaining close, trusting relationships with each of their clients.
“Alpha Planning's mission is to preserve and grow our clients' wealth in the most tax-efficient manner, while providing reliable income streams that cannot be outlived,” said Mr. Cirino.
Learn more about Jeffrey Cirino at http://www.alphaplanning.com