About Us
Financial planning made simple
Alexandra Armstrong Financial Services provides comprehensive financial planning services to small to medium businesses and families with the emphasis on full disclosure and transparency.
Services
Business Services:
401(k) Planning, Implementation, Education
401(k) Cash Balance Plans
Simple IRA
SEP IRA
Individual Services:
Retirement Planning
Estate Planning
Distribution Planning
Asset Management
College Planning
What to expect
The first step is what we call “discovery,” a conversation about what’s most important to you, both financially and personally. There’s no intimidating sales pitch or technical speak about confusing financial ratios. Instead, we will help you define what success means to you by asking questions about the things you want to achieve now … and in the future. We’ll follow up this conversation with a long-term plan to get you from where you are today to where you want to be tomorrow. And, since life always changes, AAFS will schedule regular meetings and conversations with you to adjust this plan as your goals and situation evolve.