Finance simplified, personally guided.
Alpha Financials exists to make insurance, investing and planning easy to understand — and easy to act on, one clear conversation at a time.
Linus Christy
Linus works with individuals and families to bring structure to financial decisions that often feel overwhelming — protection, savings and investments, planned around real goals rather than products. Alpha Financials has been guiding clients through those decisions since October 2017, with a simple approach: understand the person first, then the plan.
Our philosophy
Four ideas guide every plan we build.
Simplify
Complex financial decisions, broken into plain, understandable steps.
Understand
Every recommendation starts with your situation, not a standard package.
Guide
Structured guidance across protection, savings and investments.
Build
Long-term relationships, with regular reviews as life changes.
How we work together
The same steady process, every time.
Understand Your Goals
A conversation about priorities, responsibilities and future plans.
Create a Personalized Plan
A structured strategy covering protection, savings and investments.
Implement the Plan
Choosing the right products and getting the plan moving.
Review & Adjust
Regular check-ins to keep the plan aligned with your life.
Let's talk about where you're headed.
A first conversation costs nothing but ten minutes.