Thomas Alf (CFP®, CPA®)

Thomas Alf focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Retirement Planning- Tailor a retirement plan to meet your individual needs/goals showing projected cash flow, annual tax impact, investment approach to support your retirement lifestyle and development of "what if" scenarios. Asset Management - Develop an investment strategy tailored to your risk comfort level based upon sound, proven asset allocation approach. Access to Dimensional Fund Advisor funds which are not readily accessable to the general investing public. Cash Flow and Budget Planning – Over 20 years experience in developing budgets and cash flow needs for individuals and small business as a powerful tool to achieve financial goals. Divorce Planning- Services include asset identification and presentation, cash flow and budget planning, tax impact of asset assignments such as home, retirement plans and taxable investments and educating clients about each of these areas and the need to look at the long-term perspective.

Additional Information

We strive to understand what is most important to you and tailor your financial and investment plan to help you achieve these goals. We strive to develop a life long relationship with you in order to be there to help answer questions and support you in realizing these goals. Contact us for a free one hour consultation to determine how our planning and investment approach can help you achieve your goals.

NAPFA Start Date

August 10, 2004

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This Office

3001 Metro Drive, Suite 220 Bloomington, MN 55425 Phone: (651) 209-2610 Fax: (651) 209-0840