Alexander Financial Services, Inc.

Alexander Financial Services, Inc. Helping clients achieve financial well-being. It's about the holistic approach to financial planning. a Registered Investment Adviser.

It's about the holistic approach to financial planning and customer care. My focus as a financial planner specializing in retirement income planning is to help clients not outlive their money during their lifetime. Why I do this is from personal experience seeing how the death of a parent can harm a family lifestyle and to help prevent that from happening to our clients thru holistic financial pla

nning. Disclosure:
Securities offered through First Allied Securities, Inc., A Registered Broker / Dealer, Member FINRA/SIPC Advisory Services offered through First Allied Advisory Services, Inc. www.finra.org
www.sipc.org

All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.

This year, the U.S. has seen a significant rise in bond yields. Join CIO Gene Goldman on the latest episode of   as he d...
10/09/2023

This year, the U.S. has seen a significant rise in bond yields. Join CIO Gene Goldman on the latest episode of as he discusses this rise and explains what we’re watching this week that could impact those yields. https://bcove.video/3ZLBnJB

All those years of work can add up to a small fortune. What's your strategy for your money?
10/09/2023

All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
10/06/2023

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

How long will your retirement money last with regular withdrawals? Have you run the numbers?
10/04/2023

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

This Quarterly Recap summarizes market performance, major events and news from Q3 2023. Read more here: https://bit.ly/3...
10/03/2023

This Quarterly Recap summarizes market performance, major events and news from Q3 2023. Read more here: https://bit.ly/3Q3vrtH

The markets will be watching the non-farms payroll report this Friday for the first glimpse into September’s economy. Jo...
10/02/2023

The markets will be watching the non-farms payroll report this Friday for the first glimpse into September’s economy. Join CIO Gene Goldman on the latest episode of as he explains why he and his team believe the report will hold a positive surprise. https://bcove.video/3ZLBnJB

You can start Social Security benefits as soon as you reach 62.  Know the rules before deciding.
10/02/2023

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

What will your family do if you can't earn an income? Here are steps you can take today.
09/29/2023

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Check out the latest commentary from  which discusses a possible government shutdown and what it means for the economy a...
09/27/2023

Check out the latest commentary from which discusses a possible government shutdown and what it means for the economy and your portfolios. Click here to read more: https://bit.ly/3LCTBbC

Do you know how missing the best and worst market days might affect your  ?
09/27/2023

Do you know how missing the best and worst market days might affect your ?

All about how missing the best market days (or the worst!) might affect your portfolio.

In the  Fourth Quarter Outlook, they discuss weak but improving economic data and the overhanging risks in the economy a...
09/26/2023

In the Fourth Quarter Outlook, they discuss weak but improving economic data and the overhanging risks in the economy as we enter the fourth quarter. Click here to read more: https://bit.ly/48n6WPd

In a quiet week for financial data, all eyes will be on the August Consumer Spending Report on Friday. Join CIO Gene Gol...
09/25/2023

In a quiet week for financial data, all eyes will be on the August Consumer Spending Report on Friday. Join CIO Gene Goldman on the latest episode of as he explains why the report will likely be lower than expected and what that could mean for the economy. https://bcove.video/3ZLBnJB

Address

812 Moorefield Park Drive, Suite/205
Richmond, VA
23228

Opening Hours

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

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