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Client Solutions

Retirement Income Planning

We look at your investments and help turn them into a reliable, monthly retirement paycheck.

Tax Planning Strategies

Whether you are looking to put more money away now, set up a retirement savings plan or set up a Roth Conversion strategy, we have you covered.

Investment Management

The investment philosophy, simply stated, is to take risk only if it is worth the reward.

Risk Management & Insurance

Getting you only the protection that you need at the lowest cost. 

Estate Planning

We work closely with your estate planning attorney to coordinate the passing and control of your assets according to your wishes.

Young Professionals & Young Families

Alex specializes in assisting young professionals and their families with their financial planning and investing needs. 

Special Needs Financial Planning

 Alex's drive to help those with special needs fuels a desire to create better outcomes for persons with disabilities.