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.

Your financial security starts with having a plan. Let Alexander Financial Planning help get you there. We Work With You. We Work For You.

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