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Alexander Financial Services, Inc.& Alexander Tax Advisory Group, LLC
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
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
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
What education and/or training do you have that relates to your work?
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).