Home Our Story Our Services Resource Center Community Businesses Tools Client Center Contact Us At Alexander Financial Services, we provide expert assistance in the following areas: Retirement Planning Income Analysis 401(k) & 403(b) Rollovers* Traditional IRA* Roth IRA* SEP IRA* Simple IRA* Inherited IRA * Social Security Analysis Employer Sponsored Plan Analysis Tax Analysis Personal Investing Income & Debt Analysis Risk Management Investment Strategies* Tax Management Strategies Education Planning* Income Analysis Coverdell Education Savings Accounts 529 Plans Investment Options Utilization of Existing Assets Tax Planning Personal Income Tax Management Estate Planning & Gifting RMD Planning Accountant Referral Insurance Life Insurance Current Needs Analysis Competitive Policy Options Long Term Care Insurance Needs Analysis Benefit Options Group Health Insurance Investing involves risk including the potential loss of principal. Neither The Investment Center nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought. 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.