Alloy Financial Services understands the small business world completely and can empathize and advise. Allow us to collaborate with you in gaining the perspective you need to see your goals accomplished and sleep better... As our founder is an actively-practicing CPA, we offer you robust, long-term tax planning that incorporates more than just a tax-efficient investment and distribution strategy..... Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the..