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.

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state...
06/03/2026

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill you...
06/02/2026

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

How does New York Life Insurance Company manage the strength behind whole life insurance?In this Q&A, our Chief Investme...
06/01/2026

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/4o9bkcY

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/01/2026

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

It's a question many remarried couples face: If one spouse passes away, what happens to the inheritance if there are chi...
05/31/2026

It's a question many remarried couples face: If one spouse passes away, what happens to the inheritance if there are children from a previous marriage?

You can leave a surviving spouse financially secure without leaving your children bitter.

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almo...
05/30/2026

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almost three years, new data showed Thursday.

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergenc...
05/29/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four ...
05/28/2026

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4uC863R

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s d...
05/27/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

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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