About My Practice
Alpers Financial Planning, Inc.: Comprehensive Fee-Only Firm serving clients in Monument, Colorado Springs, Castle Rock and Parker, CO. Using a comprehensive model, we identify significant life goals, analyze and implement an investment strategy, focus on retirement planning, tax planning, estate planning, small business retirement savings options, education funding, charitable planning, and current and future living costs. We work closely with clients to develop and monitor a meaningful financial and retirement plan that moves them towards and into financial independence. For more information: www.alpersfinancial.com
Experience
Mary began her work in the financial field in tax preparation/planning, obtaining the designation Enrolled Agent (EA) in 1994. She incorporated financial planning into her practice in 2004 and completed all CFP® requirements in 2006. She holds a Master's Degree in Finances and speaks, writes and teaches on financial topics. She has been quoted in various financial articles.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Enrolled Agent
Broker-Dealer Affiliation
None/NA
Considerations: Comprehensive, Fee Only CFP firm serving clients in Monument, Colorado Springs, Castle Rock & Parker CO. Clients are professionals, women, pre and current retirees and successful business owners who want to achieve and preserve financial independence.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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