Mary Alpers (CFP®, EA, MBA)
Mary Alpers focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Three Points Financial is a Fee-Only, Tax Focused Financial Planning Company that works closely with clients to develop and implement their financial and retirement plan. We are fiduciary advisors and help clients reach and maintain financial independence through investment analysis and Implementation, goal setting, tax planning, estate planning, and small business development.
Additional Information
Three Points Financial, Inc. was founded by Mary R. Alpers and serves clients primarily in Colorado Springs, Monument and Castle Rock.
NAPFA Start Date
December 12, 2007
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