Your Dreams Matter
At Alexander Financial Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
What Makes Us Different
We are fiduciaries, and that makes a big difference. Our clients’ interests come first. Period.
Since the day our firm was founded, we have relentlessly pursued the standard that everything we do must be in the client’s best interests. Not just to a level of suitability, but to finding the very best solutions for the client. No exceptions. That is rule number one, and there is no compromising on that basic tenet. And most importantly, we make the solemn promise to deliver that same exceptional level of service to you on a daily basis should you decide to join the Alexander Financial family of clients.
Our senior leadership team includes a former law enforcement officer and our extensive background in public service gives us a deep understanding of the public retirement systems of Texas.
We work to help manage our clients’ financial assets in a wide variety of market environments. We understand how important it is to build financial strategies that stand the test of time while remaining flexible enough to adapt to changing conditions. We follow a disciplined investing process that prioritizes risk management and focuses on strategies aimed at limiting losses during severe market drawdowns.
Financial markets are constantly in flux, and the rules regarding pension plans and taxes change every year. We are deeply committed to staying abreast of the latest trends and regulatory changes in our industry and continually update our knowledge through specialized training and professional education courses.
As an independent financial services firm, we aren’t limited to proprietary products, services or sales quotas. We believe that this independent perspective allows us to focus entirely on finding the absolute best solutions for our clients and their unique financial circumstances. We never make recommendations until we are confident that we completely understand your goals and have identified a defined course to help you reach them.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a class.
