I’m Josh Alpert, Alpert Retirement Advising is my company, and I have been advising hard-working Michigan residents on their retirement planning since 2001. I believe in an educational approach where I teach you about various potential solutions which can be used to fulfill your retirement planning needs, allowing you to form your own opinions and make your own informed decisions.
I represent you and your best interests. I treat you with the same attention and care as I provide my own parents.
I teach you about straight-forward retirement planning solutions with proven success. I will never bog you down with complicated charts and graphs. You will be able to understand everything.
If having more income during retirement and/or running out of money in retirement is a potential problem that you would like to solve, I will show you how you can establish guaranteed monthly income throughout your retirement.
I provide service on all your accounts, indefinitely. Whether you need my advice next year or in 15 years, I am always just a phone call away.
I will always be your advisor from start to finish. We will have a life-long relationship, and speaking from experience, it is priceless.
If you decide you would like my assistance with your retirement planning, I do all the necessary work, you will not need to lift a finger.
I take your retirement planning very seriously and it is of the utmost importance I provide you with accurate advice, because you need viable solutions now to make sure you are always as prepared as you can possibly be.
The very first thing we will do together is an interview. I prefer to come to your home for this, so we have privacy and you have access to information about each of your financial accounts. I gather this information and then we will discuss your timeline, your goals, your concerns, as well as everything and anything else which may impact your retirement planning going forward.
Once I have a clear understanding of your personal circumstances, I will advise you on what I believe to be your best-fit options and teach you about each of them so you can form your own opinions and make your own informed decision on your best-fit solutions.
At that point, with your decision made, if you would like me to facilitate your best-fit solution for you, I will do everything necessary to implement these solutions for you, from start to finish. You will not need to do anything, I will take care of the entire set-up process for you and become your personal advisor.
It all begins with a phone call. It is up to you to take the first step. You can call me any time, and you always get to speak directly with me. (248) 252-4844. Are you ready to make one of the best decisions you will ever make in life? I am fantastic at my profession and my clients love me. I’m genuinely nice and don’t bite, give me a call: (248) 252-4844.
I grew up in West Bloomfield, the son of public-school teachers. After attending Michigan State University and receiving my degree in Human Resource Management, I began as an apprentice under my father. He had taught business in Detroit Public for 32 years and immediately after his retirement from teaching, he went back into the schools to help fellow educators with their retirement plans. Over a couple of years, I learned all about retirement planning and subsequently formed my own firm and expanded my advising beyond educators to those working in any profession. The rest, as it is said, is history. Today, I actively represent over 400 clients and their best interests.
On a personal note, I am a resident of Royal Oak, the proud uncle of two wonderful nephews, an active world traveler, athlete, vintage sports card collector and pinball enthusiast.