Alexander Financial Planning, Inc.

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Thresa Alexander (CFP®, MSFP)

Thresa Alexander specializes in
the following areas of expertise:

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Helping Clients Identify & Achieve Goals
  • Ongoing Investment Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Teri has found that clients value a long-term trustworthy relationship in helping them navigate personal finanial decisions. She received her Master's specifically in the area of financial planning.

 

Her firm focuses on retirement planning (incorporating pension options related to OPERS/STRS, private plans and social security), cash flow management, insurance needs analysis, taxes, estate planning and investment management.     

NAPFA Start Date

March 17, 2010

Industry Start Date

September 01, 1993

Alexander Financial Planning, Inc.

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This Office

1621 W 1st Ave Grandview Heights, OH 43212-3349 Phone: (614) 538-1600 Fax: (614) 824-4865