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

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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

15455 Gleneagle Dr Ste 205 Colorado Springs, CO 80921-2591 Phone: (719) 495-7163 Fax: (719) 495-8852