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Your Partner in Trust
Alexander Financial Planning, Inc., is a Registered Investment Advisor with the State of Ohio. We offer you a departure from traditional financial institutions. We are an independent financial planning organization whose mission is to provide personal, caring and knowledgeable advice in clarifying your goals and realizing your dreams. To avoid potential conflicts of interest, we receive no compensation from third parties such as mutual funds or insurance companies, and we do not sell any financial products. We work solely for you. Our primary commitment is your long-term financial success.
We provide fee-only financial planning services and money management. Our “unbundled” structure lets you choose which services you need and these can range from comprehensive planning to solving a specific question to managing your investment portfolio. Many financial planning organizations do not provide the option to choose different services, it’s an all or nothing relationship. We allow you to engage the services that fit your needs.
Our goal is to provide you peace of mind and the security of knowing that you can reach your goals and to help you validate if they are attainable. Whether you are trying to determine when you can retirement comfortably, fund your child’s education, pay for your daughter’s wedding or build assets for your family’s future, Alexander Financial Planning is ready to help you with sound, professional advice.
Our Services Include:
- Retirement Planning analysis
- Long-range and life-style planning
- College funding strategies
- Estate Planning
- Cash-flow Expense Planning
- A second opinion on Current financial planning & investments
- Investment Portfolio Analysis
- Analysis of Insurance Needs
- Monitor & Review of Investments
- Investment Management
- Investment Policy Statements
- Income and Estate Tax Reduction
- Retirement Plan Distribution Analysis
- Long-term Care Planning
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