Our Services
Transforming Your Financial
Goals Into Reality
At Alpha Dog Advisors, RUFF, we prioritize your growth, capital preservation, and income generation. We tailor our services to your unique needs, helping you navigate the complexities of financial planning and wealth management.
Navigating the sale of a highly appreciated asset such as a business or cryptocurrency can be daunting. What is your most significant challenge? Capital gains tax, potentially up to 30% of the selling price. Our Deferred Sales Trust service can help you mitigate this burden.
By transferring your funds into a DST, you can defer your capital gains tax and put that money to work for you. This strategy allows you to postpone capital gains tax payments indefinitely, potentially benefiting future generations. It's a proven method to protect your wealth and strategically plan for the future.
Seeking a safer investment with higher returns? Our structured notes could be the answer. We deal directly with major investment firms to generate income rates between 9-14%, depending on the note. This approach provides significant principal protection, offering a safer investment alternative for retirement income compared to the 4-5% returns typically offered by other investment firms.
We understand that your financial journey is unique. We take the time to know you, plan for your future, and execute that plan meticulously. Our advice is rooted in extensive experience and backed by data, ensuring that our strategies are sound and reliable.
Behavioral Finance
Should You Tap Retirement Savings to Fund College?