Financial literacy is a growing concern in the United States where 63% of Americans are categorized as "financially illiterate."*
* According to the Financial Industry Regulatory Authority
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.
Alex uses a unique process to provide the following services to individuals:
Cash Flow Analysis & Budgeting
Employee Benefit Reviews
Insurance Coverage Reviews
Personal Finance Goal Setting
Recommendations to Trusted Partner
Alex values professional communication and promises prompt and timely returned phone calls and emails
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.