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Services

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

  • Debt Management

  • Employee Benefit Reviews

  • Insurance Coverage Reviews

  • Personal Finance Goal Setting

  • Savings Strategies

  • Recommendations to Trusted Partner

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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​.