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
