Alpine Wealth Partners was founded with a singular purpose in mind: To help people just like you live the lives and retirements they desire and deserve.
We do this by earning trust, talking straight and treating you like family. We do it by identifying insurance products to help create a strategy that is as unique as you are. We do it through regular communication and collaboration that allows us to adapt your plan to your ever-changing goals and circumstances.
Bottom line, we do it for you.
Are you prepared for the next phase of retirement?
To confidently rappel down the retirement summit, you need gear and a guide, but what else? With our free 12-page guide, you’ll discover:
- The four retirement-related questions you should answer today
- Why putting your finances to use during retirement requires a strategy
- Where to turn for financial guidance
It’s not how much you save, it’s how you put your savings to work to ensure your money lasts as long as you need it to. Download our free guide today and start taking making the climb to financial freedom.
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1Approach
Before we get to the technical part of your retirement climb, we’ll sit down to discuss your ideal retirement, where you’re at now and where you need to be.
2Ascent
At the beginning of our climb, we’ll analyze your current portfolio, assess your risk tolerance and discuss how to address any potential problems.
3Anchor
Just as a mountain climber uses an anchor for safety, we’ll develop a conservative, protection-based strategy customized to your unique situation and goals.
4Descent
We’ll continue to monitor and review your strategy, making adjustments based on your life’s changing landscape and needs.
Our Team
No two retirements are alike, and no two retirement strategies should be, either. We tailor our guidance to your specific needs. Whether you’re looking for someone to review your current financial outlook or craft a retirement plan designed to last the next 30-plus years, we have the experience and knowledge to guide you.
David Orfalea Certified Financial Fiduciary
FRC, FIC, LUTCF
Partner
Mark Orfalea Certified Financial Fiduciary
FRC™
Partner
Daniel W. Goggins Certified Financial Fiduciary
CRPC
Partner
Our Services
We offer services in the following areas to help you pursue your retirement goals.
Income Planning
Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.
- Retirement income strategies
- Annuities
Health Care Planning
We’ll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your retirement strategy.
- Tax-efficient strategies
Tax Planning
We’ll look at Medicare Parts A, B and D, as well as long-term care options, to address rising health care costs.
- Long-term care strategies
- Life insurance
Legacy Planning
Together with qualified professionals, we’ll create a strategy that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.
- Trusts
- Probate
- Charitable giving
- Estate planning
Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.