Alexander Financial Group, LLC

Alexander Financial Group, LLC Financial advisor specializing in retirement, investment, insurance and estate planning. Trace Alexander is not licensed in all jurisdictions.

Trace Alexander is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Trace Alexander is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Trace Alexander is a Financ

ial Adviser offering investment advisory services though Eagle Strategies LLC, A Registered Investment Adviser. Neither Alexander Financial Group LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Alexander Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this page is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

1110 Montlimar Dr
Suite 1010
Mobile, AL 36609
251-340-3878

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.
09/01/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
08/31/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4h2S4M0

08/30/2026

Is something missing from your financial strategy? Add protection, stability, and peace of mind to yours with a whole life policy, an unexpected financial asset with tax advantages that complement and support other investments in your portfolio.
Learn more.
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The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/27/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a ...
08/26/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more f...
08/25/2026

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/24/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a ...
08/23/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines h...
08/22/2026

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines how significant care-related costs can affect retirement spending and the longevity of a retirement portfolio.
https://bit.ly/46mxFvf

Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may aff...
08/21/2026

Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may affect retirement planning and financial decisions.

Older homeowners are getting less for their homes when they sell, according to a new study, raising important questions about retirement income and taxes.

Address

1110 Montlimar Drive Suite 1010
Mobile, AL
36609

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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