Alignment Financial Advisors - Financial Solutions & Small Business Planning
Your Partner in Life, Fulfilled
5.0
Financial advisory firm specializing in helping roofing business owners and retirees achieve financial goals.
About
Alignment Financial Advisors is an independent agency that specializes in helping roofing business owners turn their success into a life of purpose, freedom, and fulfillment. Founded by Ken Riewerts (former carpenter turned financial advisor) and Scott Graves, the firm believes in hiring the best people, being available, and being transparent.
They work with a team approach, partnering with clients' existing advisors like CPAs and attorneys.
Services
Income Planning
Review current income situation and show potential income in retirement, create sustainable income, maximize Social Security benefits.
Wealth Management
Understand risk tolerance and create institutional-style investment portfolios through independent RIA.
Tax Planning
Integrated approach to financial planning with tax minimization strategies. Every financial move has tax implications.
Healthcare and Long-Term Care
Medicare plan selection and long-term care planning to protect retirement funds from medical costs.
Small Business Services
Financial planning specifically for small business owners including roofing contractors. Identify, Protect, Leverage approach.
Legacy and Estate Planning
Estate plan to shelter assets and provide for family. Work with estate planning attorneys to maximize inheritance.
Credentials & Certifications
Reviews
