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Financial Planning

Excellence in Management
Comprehensive Financial Planning + Dedicated Money Management Using
Individual Securities & Proprietary 3-Step Process

The RESULTS create a Comprehensive Solution

Portfolio Management and Planning

• Comprehensive Wealth Management

• Your Total Financial Partner

• Custom Financial Planning

• Account Performance Reporting and Aggregation

*Checks & Balances: At Alpha Cubed Investments, we believe in a system of checks and balances. While members of our staff boast CERTIFIED FINANCIAL PLANNER™ and even Masters of Taxation credentials, we believe it is important for our clients to have INDEPENDENT professionals handling their tax- and estate-planning needs. This gives them a built-in set of checks and balances across their financial foundation to make sure there are objective eyes on all elements of their financial issues. Our team will assist you in working with independent professionals in these areas to make sure you have a competent, objective, and professional team looking out for your best interests. Always consult with your CPA or Estate Planning Attorney regarding taxes and issues relating to your estate/beneficiaries as we do not provide this type of advice.

Alpha Cubed Investments, LLC is an SEC-registered investment adviser. This page is for informational purposes only. Neither the information nor the opinions expressed herein constitutes an offer or solicitation to buy or sell any investments or to make any investment decision. Please refer to the firm’s ADV for more information. Please contact Christina Walsh, CCO for the firm’s list of composite descriptions and/or a compliant presentation.