MISSION STATEMENT

At Alexander Financial Services, Inc. our mission is to collaborate with our clients to make smart financial choices through uncompromising integrity, trust, and personalized service.

                   Remember, Smart Financial Decisions  Impact the Quality Of Your Life!

VISION STATEMENT

As seven-year I witnessed first hand what happens when the primary bread winner dies without having financial strategy in place. My role as an advisor is to assure this experience does not happen to our clients. 

CORE VALUES

• Client first
• A passion to help
• Ethics, Honesty and Professionalism
• Teamwork- Working together for common goals
• Quality of Execution- Do it right the first time! Do it Once and Do it well!
• Critical Review- unrelenting pursuit of excellence
• Enjoyment- Supplying the resources and physical environment that enables our staff to reach their full potential.

VALUE STATEMENT

Our value is reflected in our client's success in meeting their goals, assisted by our knowledge and skills.

PROCESS

Our process is divided into a six step process of  1). Organize; 2). Prioritize; 3). Analyze; 4). Develop A Plan; 5). Implement; and 6). Monitor and Adjust. We offer a Private Vault  for our clients to electronically  securely store their important documents in one location for ease of access for them or their family members.

We believe that the single most important factor in helping you achieve a secure retirement is having the right strategy in place. We are a strategy (called Advanced Time Segmentation)-driven firm dedicated to creating personalized financial plans for our clients. Market performance, financial products, returns, taxes, fees, etc--all of these are important.  Our strategies allow our clients to maintain their lifestyle, keep up with inflation, and mathematically calculate their risks.  We match each year’s retirement income needs with time-segmented investments.  We give every dollar a purpose and a job. We need to get the strategy right before we even think about products. After all, “your wealth deserves a strategy.”

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.