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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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
An inside look at how marginal income tax brackets work.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
However exciting retiring abroad may sound, it deserves considerable planning.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.