ALG Financial Services

ALG Financial Services is an independent firm that helps individuals and families build retirement strategies. Its process, called the Lens to Retirement, starts with a meeting to talk through what a retirement should look like, then reviews current finances and delivers a custom plan. Strategies draw on a range of fixed insurance products, including annuities, chosen to fit each client's goals.

New clients begin by scheduling a meeting online or by phone. The firm also runs informational seminars on retirement income strategies and legacy planning, and a retirement income planning guide can be downloaded from its site. The office is in Topsfield.