ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES encompasses Scott Alexander's vision of a financial business reflecting over two decades of personalized service. Our commitment is to build long-term relationships and support our clients' changing needs. The Firm is headquartered in the Santa Clarita Valley and has served local and national clients for over two decades. Alexander Financial Strategies also maintains an office in Woodland Hills, California for client convenience. Scott Alexander analyzes needs and creates personalized financial plans and strategies for over 1,000 individual, family, and business clients.
We offers services in the following areas:
Retirement Planning
Financial Planning*
Investment Planning*
Estate Planning
Disability & Long Term Care Insurance Planning
Life Insurance Planning
Scott's comprehensive approach to finanicial planning and advising includes integrating time tested basics with appropriate strategies developed to achieve and maximize individual clients goals.
Our Aims Include Strategies Designed To Assist Clients:
Protect Against Risk
Accumulate Wealth
Protect, Preserve, and Pass On Wealth
Scott uses a fee based "assets under management" and/or commissions approach. This helps ensure that his interests are always aligned with yours -- in helping protect your assets and grow your investments.
*Financial Planning and Investment Advisory Services offered through Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company.