alphaassetadvisors.com alphaassetadvisors.com

ALPHAASSETADVISORS.COM

Alpha Asset Advisors

Personal financial planning and investment management with more than 30 years experience. Financial advice, market analysis, estate planning, tax mitigation, portfolio re-balancing, retirement income planning.

http://www.alphaassetadvisors.com/

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Alpha Asset Advisors | alphaassetadvisors.com Reviews
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Personal financial planning and investment management with more than 30 years experience. Financial advice, market analysis, estate planning, tax mitigation, portfolio re-balancing, retirement income planning.
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Alpha Asset Advisors | alphaassetadvisors.com Reviews

https://alphaassetadvisors.com

Personal financial planning and investment management with more than 30 years experience. Financial advice, market analysis, estate planning, tax mitigation, portfolio re-balancing, retirement income planning.

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alphaassetadvisors.com alphaassetadvisors.com
1

Alpha Asset Advisors

http://www.alphaassetadvisors.com/learning_center/flipbooks

Markets at a Glance. Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. Ben Bernanke, Former Chairman of the Federal Reserve. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it. Of this financial professional on FINRA's BrokerCheck.

2

Summer Grilling Recipe : Alpha Asset Advisors

http://www.alphaassetadvisors.com/Summer-Grilling-Recipe.8.htm

Markets at a Glance. With the summer winding down, it seems everyone is trying to fit in those last minute barbeques with friends and famiy. Here is a delicious, unique spin on grilled chicken. Rosemary Ranch Chicken Kabobs. 1/2 Cup olive oil 1 tsp white vinegar. 1/2 Cup ranch dressing 1/4 tsp ground black pepper (to taste). 3 Tbsp Worcestershire sauce 1Tbsp white sugar to taste (Optional. 2 tsp salt 1 tsp lemon juice. 5 boneless, skinless chicken breast halves cut into 1 inch cubes.

3

Our Qualifications : Alpha Asset Advisors

http://www.alphaassetadvisors.com/Our-Qualifications.4.htm

Markets at a Glance. We have been working with individuals and businesses in the area for 20 years. Each of our representatives has extensive personal and professional experience. Our qualified representatives are registered or licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participating in the management of your finances.

4

Alpha Asset Advisors

http://www.alphaassetadvisors.com/market_watch/symbol_lookup

Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Advisory services offered through Capital Asset Advisory Services, LLC, an independently owned Registered Investment Advisor. Securities offered through WFG Investments, Inc. Member FINRA and SIPC. We currently have individuals licensed to offer securities in the states of: MI, FL and IL. This is not an offer to sell securities in any other state or jurisdiction.

5

Alpha Asset Advisors

http://www.alphaassetadvisors.com/James-Westwood-Biography.6.htm

Markets at a Glance. If you feel that your current advisor is lacking in some way or would like to have a second opinion about how well you are progressing toward your own investment goals, Jim is always happy to discuss your circumstances and share his ideas. Jim earned a bachelor's degree with honors from Olivet College in Business Administration and Economics. Jim Westwood spent 17 years working at Wells Fargo and 3 years at Merrill Lynch. Jim enjoys boating, golfing, and spending time with his family.

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