Alexander Financial Planning, Inc.
Financial Services
Columbus, Ohio 59 followers
Independent . Fee-Only . CFP . Registered Investment Advisor : Financial Life Planning & Wealth Management
About us
Established in 1997, Alexander Financial Planning is one of the few female owned Registered Investment Advisory firms in Ohio. We are an independent, fee-only financial planning organization whose mission is to provide personal, caring, and knowledgeable advice. Our primary commitment is to your long-term financial success. Understanding the technical side of financial planning is key, however, we also know that the personal side of money is just as important. We've incorporated this aspect of financial planning into our practice as we're certain our clients will eventually go through some transition in life that will give them pause. We've developed the tools to help our clients through these life changing events. Providing peace of mind and eliminating stress for our clients is one of our greatest rewards. Simplifying your financial life through setting priorities, quantifying goals, educating, and weighing pros/cons, we help you arrive at prudent financial decisions. We've found our clients value a long-term, trustworthy relationship in helping them navigate personal financial decisions. We're proud of the enduring relationships that we've built over the years, many of them spanning several generations. We look forward to welcoming you to the Alexander Financial Planning family. We work with you. We work for you. The primary purpose of this page is to circulate news updates from Alexander Financial Planning, Inc. Liking this page or its contents should not be viewed as a positive reflection, recommendation, or testimonial for AFP, its employees, or its services. It is prohibited under federal and state securities law for visitors to this page to post positive reviews or testimonials as this may not reflect all clients experience with the advisor or services of AFP. Nothing contained in this page should be construed as investment or financial advice in any way and the appropriate professional advisors should be consulted before implementing any ideas presented
- Website
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https://www.alexanderfinancialplanning.com
External link for Alexander Financial Planning, Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Columbus, Ohio
- Type
- Privately Held
- Founded
- 1997
Locations
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Primary
3600 Olentangy River Rd
C2
Columbus, Ohio 43214, US
Employees at Alexander Financial Planning, Inc.
Updates
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Check in with our monthly e-newsletter for useful information and tips such as Current Economic and Investment Stats, Have a Plan in Place for Retirement, The Midyear Financial Check-in, and Retirement Spending. https://lnkd.in/eT_PwHg
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Now is the perfect time to check up on your taxes. This article from Taxpayer Advocate, an independent organization within the IRS, contains information on how to perform a mid-year tax checkup and some links to valuable resources to assist in this process. https://lnkd.in/ebmdTnx
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Check out our June Newsletter. This month we cover What Older Drivers Should Look For in a Vehicle, Tips For Navigating Pet Insurance and Estate Planning Cost, How Your Car Can Keep You Safe, and much more. https://lnkd.in/eT_PwHg
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No set of rules can ever guarantee a vacation without hiccups. In this article, Stacey Lastoe of Condé Nast Traveler interviews over twenty retirees to learn their best tips and tricks for traveling in one’s Golden Years. https://lnkd.in/eb7p5T7
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