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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Surprises
Making the most of surprises is a great reason to work with us.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?