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.

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest su...
07/18/2026

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest survey.

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

In this week's Ask the Editor Q&A, Joy Taylor answers questions on available tax breaks for retirees with a side hustle.
07/17/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on available tax breaks for retirees with a side hustle.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on available tax breaks for retirees with a side hustle.

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of...
07/15/2026

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of retirement strategy.

Let’s talk about annuity solutions designed to help provide guaranteed income for life.

*LIMRA Secure Retirement Institute, Retirement Risk Study, 2025.

High-net-worth families often give generously but lack an overall strategy that ties into their financial and estate pla...
07/13/2026

High-net-worth families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can help turn that around in three steps.

HNW families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can change that in three steps.

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies comp...
07/12/2026

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies complementing one another. Annuities can be a key component in building reliable income within a comprehensive financial plan.

Let’s talk about solutions designed to support your long-term goals.

*McKinsey & Company, U.S. Retirement Industry Report, recent edition.

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
07/11/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

A recent national survey focused on how American college students are feeling about their money situation at a moment wh...
07/10/2026

A recent national survey focused on how American college students are feeling about their money situation at a moment when simply a trip to the gas pump or grocery store can trigger cash anxiety.

National survey tracks with recent Utah poll regarding college-age students’ attitudes toward college, tuition.

Several methods can help you calculate how much life insurance you need to financially support loved ones
07/09/2026

Several methods can help you calculate how much life insurance you need to financially support loved ones

Learn how to calculate how much life insurance to buy.

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend ...
07/07/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4eNjKng

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
07/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

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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