GET IN TOUCH

Wealth with Alex, in partnership with CFN, provides guidance on building a strong financial foundation. We focus on helping you improve your relationship with money, prepare for retirement, design tax-advantaged strategies, and secure protection through long-term care, disability insurance, and life insurance. Our goal is to create wealth-building strategies and guaranteed income streams that ensure you never outlive your money.

​

Together with CFN, we can also assist with lump sum settlements, old 401(k) rollovers, annuity contracts, as well as permanent and term life insurance solutions.