In light of this growing problem, Alex's goal is to be a resource to the community regardless of business obligations. Many insurance and financial services professionals omit reviewing important financial topics and focus individuals toward features of specific financial products, or require a person to be a paying client before providing additional services.

Services

Alex uses a unique process to provide the following services to individuals:

Personal Finance    |     Helping People     |     Sharing Concepts & Ideas

​​​Alex is passionate about providing quality customer service and a hands-on experience with the individuals he works with. He provides a process-driven service that gathers information about your personal finance, educates you on the various parts of personal finance, and develops practical recommendations that are aligned with your personal goals​.

Affiliates & Trusted Partners

  • Cash Flow Analysis & Budgeting
  • Debt Management
  • Employee Benefit Reviews
  • Insurance Coverage Reviews
  • Personal Finance Goal Setting
  • Savings Strategies
  • Recommendations to Trusted Partner

Financial literacy is a growing concern in the United States where 63% of Americans are categorized as "financially illiterate."

Alex values professional communication and promises prompt and timely returned phone calls and emails

* According to the Financial Industry Regulatory Authority