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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Making the most of surprises is a great reason to work with us.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Tips on insuring your teen driver.
It's important to make sure your retirement strategy anticipates health-care expenses.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
A look inside the U.S. government's statistics on household net worth.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Do your insurance needs stay the same when the nest empties?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There’s an alarming difference between perception and reality for current and future retirees.
You’ve made investments your whole life. Work with us to help make the most of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.