Alexander Advisors has integrated its CPA firm and Wealth Management firms, resulting in shared expertise, greater service and an enhanced client experience. Our “one firm” approach provides a comprehensive resource of skills with the goal of making sure all pieces of your wealth management plan are working together in a tax optimized manner.

 

Check the background of this investment professional on FINRA’s BrokerCheck.

Insurance services offered through 1st Global Insurance Services, Inc.

Service Options

  • Investment Planning                      
  • Estate & Gift Planning
  • Tax Planning                                
  • Insurance Planning
  • Asset Protection                          
  • Education Planning
  • Retirement Planning                      
  • Special Situations
  • Business & Succession Planning    
  • Charitable Giving

Investment Planning

How to protect and make your money work FOR you

Many people find the investment planning process to be intimidating, and will often not review investment strategy as often as their life changes.  Accordingly, the investment strategy you once had may no longer be appropriate or adequate.  As life and goals change, your investment strategy may need to change to accommodate those changes.  Alexander Advisors will continually determine your asset allocation needs, and help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.


Tax Planning

Tax-centric planning & advice

We leverage our knowledge as CPAs and financial advisors to help ensure your wealth management plan is operating in a tax-optimized manner.This includes making sure that you don’t pay a penny more than the law requires, and looking for ways to reduce current and future tax burdens.


Asset Protection

Protecting your wealth in all forms

Asset and income protection includes strategies to shield assets from illness, taxation, and frivolous claims from third parties.  Successfully planning for these potential events cannot be understated considering they affect other aspects of your planning process including investment planning and insurance planning.


Retirement Planning

Planning for the retirement you’ve envisioned

Retirement is the time to savor the finer things, follow your inspirations or spend more quality time with the people important to you. Whatever your vision of retirement is, diligent and ongoing planning and goal setting is necessary for your retirement to live up to your expectations. We will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles, with the goal of sustaining your income during the time when you reward yourself for years of hard work.


Business & Succession Planning

Planning the future of your business

Business owners have countless daily demands on their time.  Additionally, they must save for retirement and plan for what will happen to the business when the owner retires.  Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, Alexander Advisors offers comprehensive support for complex business planning including business formation, multi-entity, and succession planning.


Estate & Gift Planning

Leaving behind your wealth and a lasting legacy

We understand that designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in life. With our deep understanding of your total financial situation, we will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. Together we will work to help you to leave behind the legacy you desire.


Insurance Planning

Protecting your finances from the unexpected

Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for the possibility of this fact, when was the last time you reviewed your plan and does it take any recent life events into account? As life changes, so do your insurance needs and the strategies needed to protect your lifestyle and your family who are dependent on your income.


Education Planning

Bestowing the gift of education to heirs and future generations

College tuition costs continue to exponentially increase each year, while the savings and investment vehicles are in a constant state of change.   Additionally, education planning can affect other planning strategies such as tax planning, investment planning, retirement planning and estate planning.  It’s critically important to systematically review your goals today to ensure that the wealth you are saving now will accommodate the education goals you have for yourself or your loved ones.


Special Situations

Long term financial solutions to special needs and situations

Special situations are any type of event that forces dramatic and sweeping changes.  These can include marriage, divorce, birth, death or a large inheritance.  These events can affect your estate plans and investment strategies.  Alexander Advisors will guide you through these situations to make sure you are prepared.


Charitable Giving

Maximizing your philanthropic financial opportunities

We understand that fulfilling your philanthropic passions can be one of the most emotional and impactful parts of a plan.  With our deep understanding of your total financial situation, we will work to maximize the financial opportunities you provide to chosen beneficiaries and the charitable organizations important to you.