Alpha Financial Services

At Alpha Financial Services, we are dedicated to providing our clients with top-notch financial planning and advisory services. Our team of experts has extensive experience in helping federal employees and their families navigate the complexities of retirement planning and maximize their benefits.

Our Mission

Our mission is to uphold the highest standards of integrity and professionalism in our relationship with you, our client. We strive to understand your financial situation and provide you with the highest quality information, services, and products to help you achieve your retirement goals. We believe in empowering our clients with the knowledge and tools they need to make informed decisions about their financial future.

Meet Our Co-Founders

Our team of specialists is led by co-founder Rich Hays, who founded his practice with a desire to serve those in his community. Rich has lived in Bozeman, Montana since 1972, when he moved there to attend Montana State University. His commitment to his community and dedication to helping others has made him a respected figure in the financial services industry.

Why Choose Alpha Financial Services?

At Alpha Financial Services, we understand that picking the right federal benefits can be complicated and confusing at times. That is why we take pride in being a trusted resource for you. We bring our extensive knowledge and experience to set a plan in place that is qualified for your needs, so you can achieve your goals well into retirement.

Services Offered

We offer a wide range of services designed to help federal employees and their families maximize their benefits and achieve financial security in retirement. Some of the services we provide include:

• Benefit Analysis
• Pension Calculation
• FEGLI Sick/Annual Leave
• Health Benefits
• FERS Supplement
• Optimize Finances
• Income Gap Analysis
• TSP Distribution Strategy
• Tax Optimization
• Legacy Planning
• Paperwork Assistance
• Retirement Paperwork
• Military Buy-Back
• TSP Transfers/Distributions
• Reimbursements

Attend a Live Event or Webinar

Using our proprietary software, our team of experts will create a customized retirement plan just for you. With an individualized action plan in place, you can achieve your goals well into retirement. We encourage you to attend one of our live events or webinars to learn more about how we can help you.

Contact Us Today

At Alpha Financial Services, we are committed to helping you grow and achieve financial security in retirement. We invite you to contact us today to schedule an appointment and learn more about how we can help you maximize your benefits and achieve your retirement goals.