Alpha Planning & Wealth Management

Alpha Planning & Wealth Management Alpha Planning is a fiduciary financial services firm serving northeast Ohio that focuses on the needs of pre- and post-retirees.

Advisory Services offered through Alpha Planning as an Investment Adviser registered with the U.S. Securities and Exchange Commission. As an independent firm, we are able to focus on customizing a comprehensive retirement plan personally suited to each clients individual risk, income needs and goals by utilizing the best market strategies and insurance products available. Information on this page

is for informational purposes only and does not constitute an offer or solicitation, or investment advice. Followers should not construe any posts as a recommendation to buy or sell any security. We do not provide investment advisory or brokerage services, or accept orders or instructions via Facebook or other social media platforms. Please do not post personal, account, or confidential information here. Interactions, including “likes” or comments, are not and should not be construed as endorsements or testimonials. Third-party links or content do not constitute endorsement and are not verified for accuracy by Alpha Planning. For your privacy and protection, please contact us directly at https://alphaplanners.com/ or 440-519-0300 for account-specific questions or to conduct business.

One little student is in our spotlight.  We can hardly believe it, but Aubrie has started kindergarten and she has some ...
09/03/2026

One little student is in our spotlight. We can hardly believe it, but Aubrie has started kindergarten and she has some insight for us! 📚

Howdy Alpha family! What a whirlwind summer I have had! Want to hear about my favorite moments? Let’s go! Pretty in Pink on the Golf Course: My First Tee Time with Dad One afternoon, I put on my favorite pink athletic skirt and headed to the golf course with Dad.…

We are excited to announce that Aaron was recently published in Kiplinger, one of the nation’s most respected financial ...
08/13/2026

We are excited to announce that Aaron was recently published in Kiplinger, one of the nation’s most respected financial publications!

Article Title: I’m a Financial Planner: How to Dodge a Retirement Danger You May Not Have Heard https://www.kiplinger.com/retirement/retirement-planning/how-to-dodge-retirement-danger-sequence-of-returns-risk

About the Article: In this insightful piece, Aaron discusses the often-overlooked risk that can affect retirees—sequence of returns risk—which can dramatically impact how long your nest egg lasts in retirement. He explains why a smart withdrawal strategy is as critical as saving, shares a real-world example using two retirees with vastly different outcomes, and offers practical steps to help safeguard your retirement funds.

Aaron introduces the “bucketing” strategy, which divides your portfolio into “now,” “soon,” and “later” buckets, and emphasizes the importance of ongoing tax planning for maximizing your retirement income. His approach is designed to help you minimize risk and maximize confidence—no matter what the markets do.

We’re proud to have Aaron recognized as a thought leader in our industry, and we hope you’ll benefit from his expertise.

Timing is everything, and sequence of returns risk can mean the difference between a retirement nest egg that's overflowing … or empty.

Estate Planning can be so confusing.  Make sure that you don't make these common mistakes!
08/12/2026

Estate Planning can be so confusing. Make sure that you don't make these common mistakes!

Intentions are great. Outcomes matter. Here's what to know.

Are you thinking about adding one of your children to the deed of your home?  You'll want to see this important informat...
08/05/2026

Are you thinking about adding one of your children to the deed of your home? You'll want to see this important information!

Adding a child to the deed? Read this.

Need help with updating beneficiaries?  Let us know!
07/29/2026

Need help with updating beneficiaries? Let us know!

It's a system that needs to connect.

A very important part of financial planning is your beneficiaries.  Are yours current?
07/22/2026

A very important part of financial planning is your beneficiaries. Are yours current?

A forgotten form can override your will.

07/07/2026

This checklist is for you.

07/02/2026

🥩🦞 Savor the Alpha Flavor! 🦞🥩
JT is serving up a recipe that’s shore to impress and will have you “steaking” your claim on dinnertime greatness. Get your surfboards and steak knives ready—this Surf & Turf with Creamy Peppercorn Sauce is a total catch!

Lobster Boiling Instructions:
1️⃣ Fill a large lobster pot with water—use three quarts per 1.5 lbs of lobsters. Make sure they’re totally submerged!
2️⃣ Add 1/4 cup sea salt for each gallon of water. (1 gallon = 4 quarts)
3️⃣Bring the salted water to a rolling boil.
4️⃣Carefully add live lobsters one at a time (use gloves or tongs). Do not cover.
5️⃣Stir the lobsters halfway through boiling.
6️⃣Lobsters are ready when their shells turn bright red. After cooking, place lobsters in cool water or let them stand for 3-5 minutes before serving.

Pan-Seared Steak with Garlic Butter:
• 2 lbs New York Strip, Ribeye, or Top Sirloin Steaks (1 to 1.25” thick)
• 1/2 Tbsp vegetable oil (or other high-heat oil)
• 1 1/2 tsp sea salt
• 1 tsp freshly ground black pepper
• 2 Tbsp unsalted butter
• 2 cloves garlic, peeled & quartered
• 1 sprig fresh rosemary

1️⃣ Pat steaks thoroughly dry with paper towels.
2️⃣ Just before cooking, generously season with salt and pepper.
3️⃣ Heat a cast iron pan until hot. Add oil over medium-high heat and swirl to coat.
4️⃣ Add steaks and sear 4 minutes per side for a nice brown crust. Use tongs to sear edges for 1 minute each.
5️⃣ Reduce heat to medium. Immediately add butter, garlic, and rosemary. Spoon butter sauce over steaks for another minute.
6️⃣ Remove steak, tent loosely, and rest 10 minutes before slicing into 1/2" strips. Spoon over extra butter sauce!

Creamy Peppercorn Sauce:
• 2 Tbsp salted butter
• 1 clove garlic, minced
• 1 Tbsp peppercorns, crushed
• 1/2 cup wh***ey, cognac, or brandy
• 1 cup low-sodium beef broth
• 1 cup heavy whipping cream

1️⃣ Melt butter in a skillet, sauté garlic until fragrant (don’t brown it).
2️⃣ Add crushed peppercorns and stir until aromatic.
3️⃣ Pour in wh***ey/cognac/brandy; reduce by half or more, about 2-3 mins.
4️⃣ Add beef broth, bring back to a simmer and reduce by half.
5️⃣ Add heavy cream and simmer 10-15 mins, stirring occasionally, until slightly thickened.
6️⃣ Season to taste with salt and pepper!

Stay tuned for more delicious discoveries with Savor the Alpha Flavor.

📝 Planning for retirement? Download this free Retirement Checklist to help organize your goals and get started on the ri...
06/30/2026

📝 Planning for retirement? Download this free Retirement Checklist to help organize your goals and get started on the right path. The checklist provides general guidance- your needs may vary. For advice tailored to your situation, consult a qualified professional.

Use this FREE checklist to help kickstart your work-free life.

Big things are happening in Aubrie’s playroom! Aubrie has been busier than ever with new adventures, exciting updates, a...
06/09/2026

Big things are happening in Aubrie’s playroom! Aubrie has been busier than ever with new adventures, exciting updates, and enough giggles to fill a toy box. Hop, skip, and jump over to her latest post!

Howdy Alpha family! Wow, what a year it’s been! I’ve got a bundle of updates to share with you. Get ready for some serious smiles! Mermaid Mission: Girls, Giggles, and Sunshine! I went on a girls-only adventure to Indian Rocks Beach, Florida with my mom and grandma (or Memaw, as…

Address

31005 Bainbridge Road , Suite 6
Solon, OH
44139

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14405190300

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