WHAT I DO: I help you work towards financial wellness by providing comprehensive financial planning, risk protection strategies,401(k) solutions, and investment management.
I WORK with health professionals, fitness professionals, and business owners including:
~Fitness Club Owners
~Health and Fitness Business Owners
~Human Resources Professionals
HOW I HELP CLIENTS: I start with a free no obligation educational meeting to give you an understanding of the solutions available to you. Then, I collect facts pertaining to your unique financial situation and provide specific recommendations to help you work towards your financial goals. Finally, I continue to be your trusted advisor for the years to come by scheduling annual reviews and making myself available to you when a need arises. Below are some of the services I offer:
~Comprehensive Financial Planning
~Fee-Based Asset Management
I also offer special services to business owners including:
~401(k) Plans and Retirement Plans
~Business Overhead Expense Insurance
~Business Succession Planning
WHAT MAKES ME DIFFERENT: I view my position as one that comes with a responsibility to help as many people as I can work towards their dreams. I care deeply about your hopes and dreams. When you work with me, I will be there for the years to come to help you work towards what is most important to you and your family.
I also work on a team with two other advisors that have over 40 years of combined industry experience. These advisors are available as additional resources to me and my clients. This unique situation provides me with a wealth of knowledge and experience when tackling complex financial situations.
READY TO TALK: Feel free to reach out to me with any inquiries. My contact infromation is below.
Alex is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. North Star Consultants, Inc.-Insurance Products and Services *CRI Securities, LLC-Securities and Investments Investment Advisory Services *Securian Financial Services, Inc.- Variable Products and Securities Investment Advisory Services. Securities and investment advisory services offered through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. Fortune Financial is independently owned and operated