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.
For Television Appearances and links click here
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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Is your estate in order? This short quiz may help you assess your overall strategy.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Understanding how a stock works is key to understanding your investments.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
One way to find money is to examine your current spending habits and eliminate money wasters.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Making the most of surprises is a great reason to work with us.
Are you ready for retirement? Here are five words you should consider.
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are hundreds of ETFs available. Should you invest in them?