Insurance Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, College Funding Strategies, Group Benefits, Estate Planning, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Financial Education, Retirement Strategies, Student Loan Refinancing, Charitable Giving
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
Alexander currently holds the Certified Financial Educator Instructor designation by the National Financial Educators Council (NFEC) and is a speaker of Personal Finance Speakers Association (PFSA) - the first national speaker’s bureau to feature financial education advocates, presenters, and speakers.
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