Alpha Omega Tax and Investment

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The Strategic Wealth Coach

A Wealth Coach is someone trained in all areas of financial life to minimize the negative issues and maximize the positive opportunities to help you Build and Maintain Wealth, and be able to do what you desire in retirement.
Let us help you Maximize your Investments - Given your Risk Tolerance, Protect your assets by Managing your Risk and assisting with your Estate Planning.
We can help you minimize the Impact of Taxation on your Wealth.
The Decision is up to you. We are here to assist you.

Financial IQ Test
Take this quick quiz to find out your Financial IQ
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Impact of Inflation
Estimate the future cost of an item based on todays prices and the rate of inflation you expect.

How much life insurance would you need to produce a sufficient income stream for your family?
More Calculators →

Test Your College Funding Knowledge
If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.
The Return of the Initial Public Offering
After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.
HOT TOPIC: Does the Estate Tax Have a Future?
For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?
Save More to Have More
There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.
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All quotes are in US Eastern Time (EST).

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Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Ideas to help simplify everyday finances.

Manage your taxes and prepare for the upcoming tax season.

CFP(R), CERTIFIED FINANCIAL PLANNER Professional and CFP(R) are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
Enrolled Agents (EAs) are federally-authorized tax practitioners who have technical expertise in the field of taxation and are licensed to represent taxpayers before the Internal Revenue Service. EAs are the only tax practitioners required by federal law to maintain their expertise through continuing professional education.