As independent as you are

Many people have concerns about their retirement. We will develop a clear financial plan to help you safeguard your assets with confidence.

Kick off your own confident retirement:


Schedule a Meeting

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Design a Plan

Using the Finley Alexander Wealth Management Planning Process, we’ll examine your current financial situation and determine your retirement needs.



Receive a custom strategy to help you reach your unique retirement goals.

2018 Tax Changes Guide


Your Retirement Income
Planning Checklist


Will A Recession Rob
Your Retirement?


Authority Magazine | Kyle Winkfield 5 Things To Look ForWhen Hiring a Financial Planner or Financial Adviser

Attend a Virtual Event

To ensure safety and to prevent any spread of Covid-19, we will be changing our seminars to virtual for the time being. We hope that everyone stays safe and healthy through this current health crisis. Please check back for more information.


No events are scheduled at this time. Please check again soon!

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements. Top-Quality and Affordable Replica Bags at