Specializing in Holistic Financial Solutions for Families and Businesses
As a CFP® professional, specializing in helping meet the financial service needs of physicians, nurses and other medical professionals, Alex provides real-world financial insights to make sure his clients are on the right track. Whether it is to protect the family during the working years, fund children’s college education, or guarantee retirement security, Alex has been working with families and businesses to achieve their financial goals.
A big part of his job is to help people retire when they want to retire. How much should I save? Where should I allocate my investments? What type of an account is best? How much do I need to retire comfortably? Alex helps his clients answer those questions and gain peace of mind that comes with knowing they are in control of their financial future.