Alexander Financial Group, LLC

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Alexander Financial Group, LLC Financial advisor specializing in retirement, investment, insurance and estate planning. Trace Alexander is not licensed in all jurisdictions.

Trace Alexander is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Trace Alexander is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Trace Alexander is a Financial Adviser offering investment advisory services though Eagle Strategies LLC, A Registered Investment Adviser. Neither Alexander Financial Group LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Alexander Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this page is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

1110 Montlimar Dr
Suite 1010
Mobile, AL 36609
251-340-3878

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Global events can create uncertainty and short-term market swings. While these periods can be unsettling, history shows ...
10/19/2026

Global events can create uncertainty and short-term market swings. While these periods can be unsettling, history shows that markets have demonstrated resilience following significant disruptions.

A clear financial strategy can help keep your attention on long-term goals rather than short-term headlines. If current events have you concerned about your portfolio or retirement plan, let's talk.

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing ...
10/19/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/3VQTL7g

If it gets you thinking about your own plans, send me a message.

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white ret...
10/10/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternat...
10/09/2026

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.

This survey examines household financial data and sentiment across California, Florida, Georgia, New York and Texas.
10/08/2026

This survey examines household financial data and sentiment across California, Florida, Georgia, New York and Texas.

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more pr...
10/07/2026

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, accor...
10/06/2026

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Address

1110 Montlimar Drive Suite 1010
Mobile, AL
36609

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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