Welcome to Your Madison-Huntsville Certified Financial Planner
My clients enjoy the simplicity, freedom, and peace of mind that comes from working with a single, trusted, financial planner to implement a comprehensive plan based on tax avoidance, investment, retirement, and estate planning. I help people organize their financial life, clarify their goals, and improve their investment performance.
Planning for retirement and financial stability should be the goal of every person. Although financial management can be complicated, having a trusted adviser like Alan Markell helps to remove the confusion around financial planning. Alan’s broad knowledge of personal financial management gives him the opportunity to help his clients, many of whom are in the Madison-Huntsville, with trusted advice on investment management, retirement, estate planning, wealth transfer, annuities, taxes, and insurance.
Here are some of the things Alan can do for you:
Comprehensive Personal Financial Planning
Insurance – Disability Income, Long-Term Care, Life
Tax Preparation, Planning, Representation
Call Alan today! He will be with you every step of the way to navigate you to financial freedom so that you can sleep comfortable at nights.
Alan Markell, CFP, EA, AFC
Discover Financial Planning, a Registered Investment Advisor
CERTIFIED FINANCIAL PLANNER™ Professional, IRS Enrolled Agent, Accredited Financial Counselor™
For more information or to schedule a complimentary initial consultation, call Alan Markell at 256-881-9637 or email Alan@Discover-FP.com.