Ken Wirtz, Alpha Financial Solutions

Ken Wirtz, Alpha Financial Solutions Preparing for that next step in life isn’t always easy. Contact Alpha Financial services to discuss your financial future! CRN202008-234829

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of

attention, insight and capability. I am licensed to sell insurance in WI, MD, MI, TX and securities in WI, MN, MI, CA, NE, OK, MD, NC, CO, MO, AZ, SD, NY, OH, FL, IL, KY, TX. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Alpha Financial Solutions is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 9000 W. Chester St, Suite 100, Milwaukee, WI 53214. 414-615-4850.

09/02/2026

According to the latest IRS data, just 29% of Roth IRA contributors maxed out, meaning more than 7 in 10 fell short of the annual limit.

08/31/2026

US equity markets moved modestly higher, supported by continued enthusiasm around artificial intelligence and strong technology earnings, though gains were tempered by hawkish commentary from the Federal Reserve. Inflation data reinforced the view that price pressures remain elevated, contributing t...

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/27/2026

Social Security may be the clearest example of a broader economic pattern: baby boomers hold much of the wealth, while younger generations absorb more of the strain.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4xvqUna

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

08/26/2026

Here's a framework that satisfies both the head and the heart.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

08/24/2026

From recreating the timeline of events to bringing together survivors and their rescuers, these television specials— ‘102 Minutes Inside the Towers’ on the History Channel, ‘9/11: United We Stand—25 Years Later’ on ABC and ‘9/11 Reunited’ on National Geographic—honor the anniversar...

Address

2079 Lawrence Drive, Suite D
De Pere, WI
54115

Opening Hours

Monday 8am - 3:30pm
Tuesday 8am - 3:30pm
Wednesday 8am - 3:30pm
Thursday 8am - 3:30pm
Friday 8am - 3:30pm

Telephone

+19206326154

Website

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