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KCNC - Saturdays 6:30PM

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Stewart Willis

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At Alpha 1 Tax Wealth, we specialize in assisting those who are seeking solutions in their retirement journey. Click below to schedule an appointment or contact us for more information.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security or insurance product. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Insurance and annuities offered through Alpha 1 Tax & Wealth, a separate, unaffiliated entity. Terrell Davis is an ownership partner of Alpha 1 Tax & Wealth and does not directly provide advisory, insurance or tax services.

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.go and search by our firm name or by our CRD #175083.

Have A Question? Fill Out The Form And A Representative From Our Team Will Give You A Call.

First Name

Last Name

Email

Phone

What is your current retirement status?

How would you describe your current financial readiness for retirement?

When is a good time to call you?

Morning: 10:00 AM - 12:00 PM Noon: 12:00 PM - 1:00 PM Afternoon: 1:00 PM - 3:00 PM Evening: 3:00 PM - 5:00 PM

How Did You Hear About Us?

Facebook Instagram Google TV Radio Other

Tell Us How You Heard About Us?

Message