Alexander Financial Services, Inc. is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are tailored to address your individual needs and financial goals by delivering an unprecedented level of personalized service and experience.
We encourage you to explore our website and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call toll free at: (888) 289-9808, or directly at: (804) 501-0680.
We look forward to hearing from you.
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Helpful Content
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.