Secure your future by laying your financial roadmap
Having a bad start on your journey to financial success can be costly on many levels. It is important to have sound financial guidance and assets that will eliminate threats to you living the life you want. To get to your destination you must have clear goals, effectively manage your risks, and properly plan for all of life's major events. Now more than ever, you must implement the right strategies to grow and protect what you worked so hard to build.
Mission 1 Million Initiative
Alfa Pride is a proud participant of Mission One Mission. We are committed to helping one million people get out of debt and help them build wealth, one family at a time. We will do this by providing cutting-edge financial concepts for our clients, and validating our solutions with comprehensive financial illustration tools.
Threats to you achieving your financial goals
Inflation is a secret tax that devalues your money and decreases your buying power. It increases the cost of goods and services and makes it more difficult to obtain the things you want and need. It is a huge threat to securing a comfortable retirement when you are most vulnerable because you may be on a fixed income. The current U.S. inflation rate is 8.3%, the highest it's been in 40 years!
If you are a salaried employee in the middle class, you are the burden bearer of taxation in the United States. Taxes are one of the biggest adversaries to you achieving your financial goals. They impact how much you can grow your wealth and assets, how much income you can generate from them, and how much you can pass on to your loved ones.
Market & Economic Volatility
Market losses and the timing of those losses can ruin an otherwise decent financial plan. They can cause you to postpone your retirement, or significantly decrease your account value like during the great recession of 2008. Over the course of its history, the stock market has experienced a lot of volatile returns, making it important to put a plan in place to overcome this threat to your financial future.
Financial Planning Solutions
- Individual/Family Financial Roadmap
- Business Planning Services
- Tax-Smart Retirement Planning
- Life Insurance
- Medicare & Supplemental Health Plans
About Our Firm
Alfa Pride Financial is committed to the principles of service, integrity, and professionalism. We aim to provide our valued clients with the highest quality of service with the goal of exceeding their expectations. Our approach to client needs is holistic in nature, looking at their entire financial picture to eliminate potential risks to their financial goals. We believe in putting people before profits and aim to recommend strategies that benefit our clients in the present and help them lay the foundation to create generational wealth for the future.
Your journey to financial security begins with one step
In an initial discovery meeting, we discuss your goals to understand your financial situation and identify any threats to achieving your desired outcome.
We work collaboratively to design a plan customized to eliminate existing risks and validate it with illustrative financial planning software to ensure it helps you achieve your financial goals.
We implement your plan and guide you throughout your financial journey in a lifelong partnership to success.
What people are saying
Xavier went above and beyond to ensure we received the best policy. He made visits to my parents to understand their insurance needs, review options, and complete the application. Xavier also had zoom calls with me since I was in another state to ensure that I (as the caretaker) had the opportunity to provide feedback and understand the policy options. This dedication from Xavier made the difference, and we are more than happy with the end result and policy we got for my dad. Moving forward, now I know I have a dedicated, professional, and knowledgeable life insurance professional - I would recommend Xavier to anyone! Thank you!
— Shawn H., IT Professional
Alfa pride Financial helped me through a difficult time. Thinking about plans for my parents when they are gone was heart-wrenching. The Agent listened to my concerns and provide exactly what I needed. I am very thankful.
— Christopher C., Building Trades Journeyman
Professional, attentive & patient
— Danielle J., Entrepreneur & Real Estate Investor
Reasonable pricing, exceptional quality, and review.
— Brad G., Middle School Educator
Get the financial keys to a worry free life
The Keys To Laying Your Financial Roadmap is the essential guide to financial planning for individuals serious about taking control of their finances. No matter where you are on your financial journey, it has powerful information that can be used to improve your situation. This book is perfect for young professionals, married couples, mid-career professionals, and people close to or in retirement. It’s jam-packed with knowledge and written in a concise easy-to-follow language to give you the insights you would receive from a financial planner.
Ethos makes life insurance simple
Get up to $2M in life insurance the easy way with Ethos. With no medical exam, just a few health and lifestyle questions, Ethos approves up to 95% of applicants in about 10 minutes through their 100% online application. Find the coverage you need from carriers you trust, with Ethos.
New York residents, please contact us directly for non-medical policy options. Ethos currently doesn't have coverage options available in the state of New York.
We are proud to partner with nationally recognized companies with years of strong financial stability
Featured Blog Posts
When you're on your financial journey, you need a financial GPS to properly guide you to your destination. Without the right financial roadmap, you can lose sight of the end goal and fall off track. The Financial Planning Pyramid serves as a gen...Read More
When planning for retirement people often have many misconceptions about what it takes to retire successfully and happily. Others are completely unaware of the major challenges or hurdles they must plan for to successfully do so. It requires careful ...Read More
Saving money isn’t always exciting, but emergency savings are imperative to your financial health. It only takes one unexpected expense to topple your finances. The lack of an emergency fund can result in taking on additional debt or not being able t...Read More
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