Alan Ray, CFP®
Since you're at the NCPC website finding resources about long term care, you know how important it is to be well informed. An important part of the planning I do with clients is testing the possible impact of long term care expenses on their financial resources and other life priorities. Most of us will face some of these costs in advanced age. Fortunately, there are more options coming along in ways of getting care and affording it. A coordinated financial plan can give you more confidence in your decisions and choices. We can talk about possibly creating a plan based on your values and priorities.
About Alan Ray
Alan Ray is a CERTIFIED FINANCIAL PLANNER® professional and has been in the financial services industry over 20 years. In addition to working with clients of many types, his experience includes eight years as the home office financial planning service provider for the Nationwide® exclusive agency network.
Alan is a registered investment advisor representative and licensed insurance agent for life, health, accident and variable contracts.
Alan's financial advice and financial plans are provided from his position as a fiduciary. He abides by codes of conduct of the CFP Board and falls under the supervision of his registered investment advisor firm.
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I can accept clients who fit my practice from any state.
Alan Ray, CFP®
Square Peg Financial Advisory Services
Phone: (614) 507-7710
5293 Butternut Ct W
Columbus, OH 43229
I am the director of the Central Ohio Care Planning Council, a local council in Ohio. We help seniors with their retirement and eldercare needs.
Investment Advisory and Financial Planning Services
Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (Alphastar), an SEC registered investment adviser. Square Peg Financial Advisory Services, LLC and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.
Square Peg Financial Advisory Services, LLC offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Square Peg Financial Advisory Services, LLC and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.
About the NCPC
The National Care Planning Council and its affiliated
members are dedicated to helping families recognize the need for long term care planning and to helping
implement that planning. Integrity, honesty, and a genuine concern for those who are in need of (or may need)
long term care are at the heart of our services.