Home Our Story Our Services Resource Center Community Businesses Tools Client Center Contact Us Our Process We know that each person who walks through our doors has a unique financial situation and goals that deserve a uniquely crafted strategy. There is no "one size fits all" approach to achieving long-term financial freedom and security. To that end, we utilize a multi phase process to identify and understand your unique circumstances and create a strategy that fits your needs and goals. Step 1-Discovery In our initial discovery phase, we gather information regarding your current financial situation and investment goals. This helps us better understand you and the values, priorities, and challenges that you have. This knowledge is important to us, to set the foundation for our entire relationship. Step 2-Assessment After gathering the information from the discovery, our team of professionals will study your situation diligently and craft a tailored strategy to fit your values and achieve your goals. Step 3-Evaluation Two of our firms core values are communication and education. We will clearly and concisely present our recommendations to you and work with you to evaluate how they meet your desired outcome. Our goal is to build a strategy that addresses all the pieces of your financial life, making sure they work in harmony, to achieve your goals, within your risk tolerance. Step 4-Implementation As an independent firm, we have the ability to utilize a wide variety of products, further adding to your customized plan. Our partnerships with some of the industry's leading investment companies, allows us to execute and manage your strategy in the best way possible. Step 5-Monitor & Review We actively monitor all of our client's investment strategies and on an ongoing and regular basis we will meet with you to review our progress towards our goals. Our review also allows us to identify if any changes to your strategy are necessary. CONTACT 117 Peoria Street Washington, IL 61571 Alexander Financial Services Office: 309-444-8031 Fax: 309-444-7695 Email: eobalil@investmentctr.com Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. All Securities Offered Through The Investment Center, Inc. Bedminster, NJ, Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Jeffrey Alexander and Eric Obalil are Registered Representatives of The Investment Center, Inc. Alexander Financial Services is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. https://www.investmentctr.com/assets/docs/Form_CRS_4.21.21.pdf www.investmentctr.com Important Disclosure Information (Click Here) Copyright 2021 FMG Suite.