OUR SERVICES

KNOWING WHERE YOU STAND. BUILDING FROM THERE.

Your life’s journey is unique, completely your own. That’s why your planning solution is just as individualized at Alia. We’ll look at your current financial picture, then select from among our comprehensive services those that best further your overall goals and plan. From retirement, estate and tax planning to gifts to loved ones and charitable causes you care about, Alia gives you confidence by building a plan that you can lean on, every step of the way. 

FINANCIAL PLANNING

Your blueprint to pursuing financial and lifestyle goals, financial planning includes tools like budgeting, cash flow planning, and saving for college and retirement. When creating your plan, we’ll work together to, first, clearly assess your current financial situation, then set realistic objectives to get to your long-term goal.

Financial planning helps define where you are now, where you want to be in the future, and how to get there. It can be helpful whether you’re trying to save for retirement, purchase a home, or pay down debt.

Our financial-planning services include: 

  • RETIREMENT PLANNING

    No one wants to help you enjoy the days you deserve more than Alia. After we look at how you envision retirement, we’ll prepare a plan that will allow you to live out your dream fully, including retirement goals and plans, while also accommodating large expenses, like a new home, and unexpected life changes. All the while we’ll continue discussing—and planning—for income generation after retirement, tax liabilities and more.

    Our retirement-planning services include:

    • Long-Range Retirement Planning

    • Retirement Goals & Bucket List Items

    • Planned Large Expenses

    • Social Security Analysis

    • IRA Contribution & Roth Conversion

    • Review of Retirement Plans

    • Annuities & Pensions

  • INVESTMENT PLANNING

    With today’s needs and tomorrow’s goals top of mind, we’ll review your investment portfolio, working to balance wealth preservation with growth and income needs. We’ll start by understanding your financial goals and priorities. Then we’ll recommend potential strategies and opportunities that ensure you feel secure now and into the future, no matter what life has in store.

    Our investment-planning services include:

    • Review of Investment Portfolio

    • Asset Allocation

    • Time Horizon Planning

    • Withdrawal & RMD Strategies

    • Account Aggregation

    • Tracking of Outside Accounts

    • Emergency Funding

    • Lines of Credit

  • TAX PLANNING

    While we won’t actually complete your taxes, we will work through your current tax return and other related documents to assess how the next phase of life and any unexpected life changes might impact your overall financial plans. We’ll even work with your CPA and/or attorney or other professionals as needed to ensure you receive the most well-rounded advice.

    Our tax-planning services include:

    • Existing Policies Review

    • Life Insurance Needs Analysis

    • Long Term Care Insurance Analysis

    • Disability Insurance Review

    • Medicare Guidance

    • Homeowners, Renters and P&C Insurance review

    • Liability Coverage

  • INSURANCE PLANNING

    Maybe you’ve thought about reviewing your plans but then forgot about it. Proper levels of insurance help safeguard your finances. We’ll conduct a policy review and analysis of health and homeowners insurance, life insurance, long-term care, and more to ensure you’re adequately covered if unforeseen accidents, events and other life changes occur. And as an added benefit for our clients: Linsey Rhea is licensed through LPL Financial to recommend and life, health and long-term insurance that will best protect your interests.

    Our insurance-planning services include:

    • Existing Policies Review

    • Life Insurance Needs Analysis

    • Long Term Care Insurance Analysis

    • Disability Insurance Review

    • Medicare Guidance

    • Homeowners, Renters and P&C Insurance review

    • Liability Coverage

  • ESTATE PLANNING

    An estate plan helps preserve your good name, your wealth and the inheritance you want to leave to others. A solid plan also can minimize taxes after death and allow you to create a philanthropic legacy. We’ll work with you to develop and continually review your estate plan, including managing estate taxes, a wills and trust review, and guardians for minor children, among other services.

    Our estate-planning services include:

    • Estate Plan Review

    • Estate Taxes

    • Wills & Trusts

    • Living Will

    • Financial Power of Attorney

    • Health Care Power of Attorney

    • Irrevocable Life Insurance Trust

    • Guardians for Minor Children

    • Charitable Gifting Review

  • FOR LOVED ONES

    This isn’t solely about you. It never has been. Part of all this planning means being able to care for loved ones, whether they’re going to college or to assisted care. All ages and all types of needs require all-encompassing expertise to set up the instruments that enable you to provide as much as you can, when they need it most.

    Our services include:

    • Gifting

    • College Planning

    • Caring for Elderly

    • 529 Education Savings Plan

    • Roth IRAs for Children

    • UTMA/UGMA

    • Trusts

CLIENT TESTIMONIALS

  • “Lindsey and her outstanding team not only manage our financial portfolio but also manage portfolios for two other family members. They exceed all expectations for the expertise, patience, support and results needed from a financial planning partner."

    Bob V.

  • “I was so pleased with the in-depth approach Lindsey and the team at Alia provided, really taking into account our big picture needs, even outside of the core investment plan, and handling it all.”

    Mike N.

  • "We thank you, Lindsey, for taking care of us. Your prompt attention makes me feel like we are your only clients and I know that is not the case! You watching over our finances gives me the confidence to do life daily and not worry (too much) about not having the money to do what we need and want to do for the rest of our lives."

    Patsy W.

  • “Lindsey and Alia Wealth provided invaluable advice, direction, and knowledge when helping my aging Father readjust his portfolio to match his needs. After years of advisor diversification, Lindsey helped us to consolidate and make strong financial choices, while also keeping in mind his estate planning and longer-term needs. She is easy to work with and shows lots of integrity in her decision making. She involved the family, giving us confidence in our financial future.”

    Mary C.

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WE CAN HELP YOU PURSUE YOUR FINANCIAL GOALS.