Alan Painter Email & Phone Number

As a financial advisor and coach; I am passionate about transforming your financial aspirations into reality. Making a positive difference in the lives of others is a foundational pillar of my character. Empowering you to thrive:With the full support of the team at OSAIC wealth, we are warm, welcoming, and dedicated to meeting your personalized needs. What I Do:My most successful clients allow me to be their Financial Coach, guiding them to financial discipline, living within their means, and bringing order to their financial lives. Our coaching relationship is built on trust and transparency.1. My role is to coach you towards financial discipline, helping establish order and organization in your financial life.2. I will help you filter out noise and emotions that may hinder your success.3. I partner with you to implement the 'Pay Yourself First' philosophy, creating a personalized game plan for a winning retirement. I create and maintain a strategic plan tailored to your goals, helping build, protect, and transfer your wealth.5. Once we reach your retirement milestone, our next step is to preserve and plan to transfer your wealth to your heirs and favorite charities.Expectations:I expect open communication, timely responses in our discussions. Together, we can prepare for one of the most important events in your life, ensuring the lifestyle you deserve in retirement."Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

Listed skills include Fixed Annuities, Finance, Retirement Planning, Iras, and 13 others.