Alpha Study Group

As an invitation only, 50-year legacy professional group, The Alpha Study Group stands on its own as a planning group of some of the nations most experienced financial professionals.  Collaboration occurs continuously, as this team draws on each other as they “stress test” popular planning platforms, education topics and investment & risk management programs available today.  We share our best ideas, habits and research practices in the spirit of growing from each other.  This purely genuine comradery stems from the desire to achieve the level of your group peers to deliver exactly what your clients deserve – the very best!