Alan Gaylor, Cfp® Email & Phone Number

Alan Gaylor is the Co-founder of the The Alder Financial Group. He responsible for overseeing all aspects of the development and implementation of fixed income portfolio strategies. As a Certified Financial Planner™, he works extensively with the firm's clients on the development of their financial plans and and is an integral part of the ongoing management of client assets.The Alder Financial Group is a Fee-Only registered investment advisor and financial planning firm established in 1996. We provide guidance to clients throughout the country. By design, our client list is a diverse group ranging from individuals seeking a predictable income stream as they enter retirement to small business owners needing assistance with managing their wealth. In an industry crowded with conflicts of interest and lack of objectivity, As a Fiduciary, The Alder Financial Group has developed a trusted partnership solely devoted to working in the best interest of our clients. We work with our clients to address the myriad of financial issues that come up in their lives, which can range from the mundane around tax time to the complex when it is time to start thinking about selling a business. Our clients really look to us to be their financial advocate in a world filled with an overwhelming number of investment choices (all claiming to be the best.). Alder Financial provides services that are focused upon growing and protecting client's assets so that they can achieve peace of mind and a sense of security.Additionally, regulatory bodies that govern my industry preclude me from accepting endorsements or recommendations,Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Fixed Income

Listed skills include Retirement Planning, Investment Management, Personal Financial Planning, Fixed Income Portfolio Management, and 3 others.