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:
-Prioritizing your financial goals
-Managing day to day expenses
-Saving for your future such as a wedding or engagement
-Restructuring credit card debt
-Supporting a child
-Building an emergency fund
-Buying a Car
-Affording a new home
-Establishing good credit
-Paying for school
-Organizing health care costs
-Paying off student loans to name a few.
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.