Who We Advise
At Alexander Financial Planning we have developed a certain niche of clientele
We Advise Individuals & Families:
- who are looking for a long-term relationship with a financial planning organization. We are proud of the solid relationships that we have built with our clients that have spanned several generations.
- who are focusing on all aspects of building a secure financial future. Today, people are typically getting serious about planning in their mid to late forties. Our engagements typically begin in this age range and up.
- who consider themselves middle income to moderately affluent
- who have a desire to improve their financial lives and actively participate in achieving their goals.