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.

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.Retirement today can be active,...
06/17/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdr...
06/16/2026

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

As scammers leverage AI, consumers can defend themselves by becoming familiar with common scams and being suspicious of ...
06/15/2026

As scammers leverage AI, consumers can defend themselves by becoming familiar with common scams and being suspicious of unexpected calls.

06/13/2026

Love often shows up in the small, thoughtful moments—the ones that guide, support, and steady the next generation.
I help families turn today’s dedication into tomorrow’s opportunities for the people they care about the most.
Let’s talk about what that could look like for your family.

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.
06/12/2026

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4ojANQK

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

The graduating class of 2026 is entering a job market that looks nothing like when they started college, and AI is playi...
06/10/2026

The graduating class of 2026 is entering a job market that looks nothing like when they started college, and AI is playing a role.

As of March, 4.2% of full-time early-career jobs called for AI skills, nearly double the share from a year ago, according to Handshake's 2026 graduate report.

Your odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do...
06/09/2026

Your odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do your research before the negotiation.

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.
06/08/2026

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/08/2026

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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