Pre-Retirees | AlphaTrust Financial Management

We help you transition from earning to enjoying.

You’re five to ten years out from retirement — and every decision matters more than ever. At AlphaTrust, we help pre-retirees optimize assets, minimize taxes, and chart a clear course into their next chapter.

Our team acts as your financial co-pilot, helping you navigate healthcare planning, cash flow, investments, and retirement timelines — so when the time comes, you're truly ready.

Top Concern:

Can I actually retire when I want to?

Typical Client:

Dual-income households, ages 50–65, with growing retirement savings and complexity

Planning Focus:

Income modeling, portfolio reallocation, Social Security and tax strategy

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

— Warren Buffett

At AlphaTrust, our approach is comprehensive, proactive, and deeply personal. We don’t believe in one-size-fits-all planning — we take time to understand your goals, challenges, and life stage so we can deliver strategies that work in the real world. From investment management and tax planning to risk protection and legacy building, our team brings a full spectrum of financial expertise to every client relationship.

Retirement readiness and timeline planning
Tax mitigation strategies before retirement
Investment reallocation and risk management
Healthcare and long-term care projections
Estate and legacy planning

“Retirement isn’t just a date — it’s a well-timed strategy.”

Want to hear from our founder?

Frequently Asked Questions

We are a boutique financial + tax advisory firm that serves as a Chief Financial Officer for individuals and families looking for a collaborative approach to the management of every aspect of their finances.

Schedule a Discovery Call

Call / Text Us
(480) 681-0200
Email Us
connect@alphatrustadv.com

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and AlphaTrust Advisors^® are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge does not provide tax or legal advice, but AlphaTrust Advisors^® does. Please review our Client Relationship Summary and other disclosures for important information about how we work with our clients.