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Financial Planning
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Insurance
About Jonathan Alexander CFP, CLTC
Long Term Care, Annuities, Long Term Care Insurance, Disability Insurance, Life Insurance Go to full description...
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Email address:
jonathan.alexander@axa-advisors.com
Payment methods accepted:
cash, visa, mastercard, american express
As a Certified Financial Planner™ professional I take great pride in working with my clients to create a comprehensive holistic plan that helps them reach their goals. We will speak about what you want to accomplish with your life and create the plan for you to get there. I focus on helping clients identify the pitfalls and navigate through life's expected and unexpected changes. My particular expertise revolves around the following: Long Term Care Planning, Young Families and Rising Young Professionals, Risk Management, and Retirement Income Planning.