Chris Alman (CEPA, CFP®)

Chris Alman focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs

Planning Specialties

If you're a business owner, we understand that you probably aren't thinking about your exit. You're too busy worrying�� about the things that need to get done today. Unfortunately, that's why nearly 80% of small businesses won't sell. We're changing that! One owner at a time. We help owners build a "master plan" -- a plan that aligns their business, personal, and financial goals into one cohesive strategy.

Your master plan is you guide to building value transferable in your business. It protects you and your business from unexpected perils and takes the uncertainty out of exiting your business by providing more opportunities to exit on your timeline and with the wealth you need.

Within a few months of working together, our clients typically experience
✅ A decrease in their taxes
✅ An increase in the value of their business and their savings
✅ And a stronger peace of mind when they think about their next stage of life

You're busy running your business. Yet, you never have the time to focus on YOUR PLANS and YOUR FUTURE.

Let us lighten your load by taking care of the planning you want to do but just don't have time for.

We look forward to serving you!

Additional Information

Feel free to connect with me on LinkedIn, check out my educational videos on YouTube, or schedule a free strategy call if you're ready to get started with planning for your future. I look forward to getting to know you!

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Book A Free Strategy Call

NAPFA Start Date

April 04, 2013

This Office

82 Plantation Pointe PMB #289 Fairhope, AL 36532 Phone: (251) 373-8363