2290 Valleydale Rd Suite 202
Birmingham, AL 35244

(205) 795-2013

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What Is An Annuity Our Process The AlphaStar Difference Ready for Retirement?

Your Partner for Success

Our commitment is to help you work towards achieving all your financial goals and to provide you with a "worry free" retirement. At Wealth Planning Services, our motto is:"Protecting Your Wealth and Retirement Dreams."

We have a commitment to excellence in everything we do, and our main focus is making sure we live by our motto each and every day. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.

Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous insurance products and investment strategies that are designed to protect the client's desired lifestyle during retirement.

 

Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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