Financial Wellness for Life
The Alexander Consulting Group, LLC, is a wealth management firm that helps people work toward financial wellness for life.
Our company philosophy is to encourage people to plan for lifelong security: financial, health, and social. We take a highly individualized and zealously researched approach to financial planning so our clients are fully prepared for all of life’s challenges.
We help couples and individuals pursue their unique financial goals. Whether you’re saving for college or planning for retirement, we take clear and careful steps to evaluate your income and finances, investment needs and risk-tolerance, and short- and long-term goals. Together, we build a holistic, dynamic financial plan that is responsive to life changes.
We do the heavy lifting for you to create a retirement plan that is the best fit for your organization’s employees. We research plan providers, identify third-party administrators and provide investment fiduciary fund management for 401(k) and 403(b) plans and investment adviser services (ERISA and 3(21).
A comprehensive financial wellness [hyperlink to new web page] program can improve employee monetary behavior, positively impacting your organization’s bottom line. One-on-one fiduciary counseling ensures we address employee challenges today so they are prepared for the future.