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Financial & Tax Planning

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.

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Work With the Best

Working directly with a CFP® and federally licensed Enrolled Agent with the IRS, Alber Asset Management brings guidance in comprehensive financial planning, tax strategy, and investment management. Every recommendation is built on a foundation of both pursuing wealth growth and tax efficiency, giving you confidence that your financial future is being guided by one of the highest levels of professional training in the industry. Located in Cedar Rapids, we serve Eastern Iowa, Western Illinois, and Southwest Wisconsin.

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Our Clients

We maintain strategic specialization across a broad range of investor profiles

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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Our Services

Service Tiers

Platinum ($1,000,000+)

Fee Structure: 1.00%

Gold ($500,000 – $1,000,000)

Fee Structure: 1.10%

Silver ($0 – $500,000)

Fee Structure: 1.25%

Bronze (Any)

Fee Structure: 0.5%

Fee Only advice available: Starting at $2,000 per year

Our Three Step Process

STEP

1

Fact Finding

Gathering all relevant

financial information of
the prospect.

STEP

2

Financial plan presentation

Presenting the projected results and analytics to begin making recommendations.

IMPORTANT: The projections or other information generated regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results.

STEP

3

Implementation of Financial Plan

Making recommendations and giving advice based on the projected results of the plan and following through with these changes.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with a Financial Advisor

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

https://calendly.com/d-alber-lpl/30min

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