Chris Alman (BS, CFP®)

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

  • Charitable Giving
  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Working with you on a highly personal basis, our team will help you formulate a financial plan to achieve your goals, care for your family, and establish yourself as a good steward of your personal resources. Leveraging our multi-disciplinary backgrounds, we analyze your cash flow, your net worth, and your tax picture. We examine your insurance needs and offer college financing solutions for your children. We help you design a comprehensive plan so that you can meet life’s challenges: whether it’s funding a child’s education, retiring in a lifestyle that you’ll enjoy, or passing your wealth to your loved ones.

Additional Information

For more information, view my profile on LinkedIn. There, you can see my work history, accomplishments, and recent articles I have written or shared.

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NAPFA Start Date

April 04, 2013

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This Office

54 Greeno Rd S Fairhope, AL 36532-2048 Phone: (251) 928-9498 Fax: (251) 928-9499