It All Starts with a Plan

It All Starts With The Plan

Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.

And because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws*, and changes in the marketplace. We can help you design a plan that evolves with you and results in a well-coordinated series of rcommendations that can be easily implemented.

*We do not provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Disclosure

Scott Alexander is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #2615633), AZ, CA (CA Insurance License #0B40437), CO, FL, GA, ID, IN, MD, MI, MO, MT, ND, NE, NV, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

Scott Alexander is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 17021 Lassen St, Northridge, CA, 91325, 661-582-6022. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, ID, IN, MI, MT, NC, ND, NE, NV, OH, OK, OR, SC, TN, UT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Alexander is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, CT, FL, GA, ID, IN, MI, MT, NC, ND, NE, NV, OH, OK, OR, SC, TN, UT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.