Most of us during our lives have been cautioned against being "Penny wise, dollar foolish." This often occurs when we try to save a little money by using a "free" service. In recent years, many different forms of "financial planners" have arisen. None of these professional distinctions require licensure by the state, as does the Certified Public Accountant designation. Most financial planners are salespersons who do not charge a fee because they are compensated by commissions from the sale of financial products. They have little or no incentive to pursue solutions outside the realm of products they have available for sale.

At Alexander & Company, P.S.C., we believe that the best approach to financial planning centers on an independent analysis of your income and expenses, setting a goal for the future and planning the means of realizing that goal. We sell no financial products, but are instead compensated on a fee-for-service basis. Our opinions are unbiased toward any choice from among the available alternatives because we have no financial interest in your course of action.

Our CPAs will help you develop tried-and-true strategies to address your financial concerns. We will do so in an environment that considers the financial and tax implications of your choices.

See us for independent financial and tax advice in one stop. That's dollar wise and convenient.