Alexander Financial Services, Inc.& Alexander Tax Advisory Group, LLC

Alexander Financial Services, Inc.& Alexander Tax Advisory Group, LLC

New
Offers online services
New
Offers online services

About

We are a strategy first firm. We focus on the clients financial needs and goals. After prioritzing their goals and helping organzie our clients (which is part of our 6 step process) we then develop a customized strategy for their retirement income and wealth building. Our greatest value to our clients is their peace of mind.

I received the Retirement Planning Specialist certificate from the Aresty Institute of Executive Education from the Wharton School. I am a Vietnam Era Navy Veteran. I am a member of the American Legion Post 175. I help veterans through a veteran networking group. I sit on the finance committee for St. Benedict Catholic Church and a member of the board of directors for St. Benedict's School.

Our website is www.alexanderfinancialservices.com


Highlights

4 employees
25 years in business
Serves Richmond , VA
Offers online services

No reviews (yet)

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Frequently asked questions

We begin by simply having a first meeting to see if there is a fit and a basis of doing business. There must be a mutual fit and comfort level. We are a strategy first first which means we don't focus on products (which many firms like to do) and we help the client's get organize through our 6 step process.

The steps are:

1. Organize

2. Prioritize

3. Analyze

4. Develop a strategy/plan (customized to them)

5. Implement the plan

6. Monitor and Adjust during our regularly scheduled reviews

I have the FINRA Series 6, 7, 63, 65, Life and Health licenses

I attended the Wharton School of Business- Institute of Executive Education- Retirement Planning Specialist.

Currently taking courses at The American College and will take the course in 2019 to become an AIF (Accredited Investment Fiduciary). 


Services offered

Business Tax Preparation
Individual Tax Preparation
Financial Services And Planning