Hi I'm Alex and I take care of Millennials and Gen X who are starting to save. I do this by providing expert financial advice relating to the investments in their 401(k), IRA, and brokerage accounts. When appropriate, I open brokerage accounts for my clients. Additionally, I offer professional advice relating to financial services to help generation X & Y investors avoid common financial mistakes.
We’ll plan for your long term goals and accomplish the short term ones along the way. Because...
a GOAL is more than an expectation of success.
It’s recognition that many steps make up a journey
Right now, I'm seeing many of my clients get married and start having children. My passion is to be there for them, like a friend, informing them along the way. Together we'll work on:
- Personalizing retirement
- Determining your 401(k) contribution and investment
- Buying vs leasing a Car
- Affording a new home, deciding to buy or rent
- Establishing good credit
- Paying for school
- Organizing health care costs
- Paying off student loans
- Selecting the right investment vehicles
- Prioritizing your financial goals and savings toward those goals
- Understanding your current financial status
- Managing day to day expenses and budgeting
- Saving for your future such as a wedding or engagement
- Restructuring credit card debt
- Supporting a child
- Building an emergency fund
- Minimizing your tax liability
Regardless of market conditions, I get paid to look at your financial picture with professional wariness and emotional objectivity. Leaning on my experience can make the difference between panicking in a down market or speculating in the next frenzy.