Products & Services

At Alexander Investment Services, we provide assistance in the following areas:

Investments

  • Mutual Funds
  • Exchange Traded Funds
  • Common Stocks
  • Variable Annuities
  • Preferred Stocks
  • Master Limited Partnerships
  • Real Estate Investment Trusts
  • Unit Investment Trusts
  • Government & Agency Bonds
  • Corporate Bonds

Retirement Plans

  • 401(k) Plans, including Roth 401(k)
  • Profit Sharing Plans
  • Cash Balance Plans
  • Traditional Pension Plans
  • Defined Benefit Plans
  • Savings Incentive Match Plans for
       Employees (SIMPLE)
  • Self-Employed Pensions
       (SEP) IRA
  • Solo 401(k) and Solo Roth 401(k)
  • Traditional and Rollover IRA
  • 403(b) Plans
  • 457 Plans
  • Money Purchase Plans

Education Planning

  • College 529 Plans
  • Coverdell Education Savings
       Accounts

Insurance

  • Fixed Annuities
  • Term Life
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Long Term Care

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and
       Planning
  • Business Start Up, Counsel and
       Corporate Taxes
  • Small Business Accounting
       Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax
       Returns