| Company: | Alpha Financial Services |
| Contact: | Rich Hays |
| Address: | 1925 North 22nd Ave Ste 103 |
| City: | Bozeman |
| State: | MT |
| Zip: | 59718 |
| Phone: | 406-586-3034 |
| Fax: | 406-582-0307 |
| Email: | rich@afsmontana.com |
| Website: | www.afsmontana.com |
About Our Practice
Alpha Financial Services is located in Bozeman, MT, servicing locations throughout the state of Montana and Washington. Our goal is to assist federal employees and their spouses with their retirement benefits and options, providing education on issues specific to each individual. Complimentary consultations are available for all federal employees and their spouses and may include retirement and benefits analysis covering the following:
- Federal Employee's Retirement
- Thirft Savings Plans
- Social Security Maximization
- Civil Service Retirement System
- FEGLI
- Retirement Options and Eligibility
- Survivors Benefit Annuity
- Monthly Retirement Calculations
- Personal Federal Employees Benefits Analysis
Offering Advice Since
1993
Areas of Specialty
Comprehensive financial planning
Retirement planning
Insurance
Tax preparation
Licenses, Certifications, Education, and Affiliations
Designations: CFP®
Insurance Licenses:
Life, Health, Disability, Limited Lines Credit, Property & Casualty
Charges to Clients for Services
Commissions on insurance products purchased
My Association with the Office or Firm
Owner/Partner
