Alexander Financial Management |
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Joe Alexander of Alexander Financial Management, is planning a trip to El Paso next month to assist our members with their retirement and other financial advice. I am putting together a list of those interested in scheduling a meeting with Joe. Send me your name and phone number and Joe will contact you. You can also call Joe directly at 972-896-5600. Remember, it's never too early to start planning for retirement. Joe is familiar with our retirement plan and has already helped many of our FF's. This service is free for members of Local 51. I have been asked about where to go for retirement planning. I recommend meeting with as many financial planners as possible. This can include your deferred comp provider which is currently Presi Ortega. This does not mean you are obligated to use them for your financial needs, but at least you can talk and pick their brains. Getting educated is the key to a successful life after retirement. Some things to consider before retiring: - what happens to my deferred comp plan (you can leave your money in the account or roll it into another qualifying plan) there are pros and cons to both - will you need health insurance coverage or will you have other coverage - when should you retire (there are benefits to leaving at certain time periods) - what will you do after you retire
Take advantage of this valuable service.
Paul Thompson Local 51 Trustee
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Joe Alexander |
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Joe Alexander of Alexander Financial Planning, will be in town this Wednesday and Thursday at the Fire Fighters Hall to assist our members with retirement planning. He will be available during the day for appointments. Please call him at 972-896-5600 to schedule an appointment. He does not take walk-ins, so please schedule an appointment. Feel free to bring your spouse as well. Joe can assist you with financial planning to include: retirement planning, advice on buying a house, getting on a budget, etc. Take advantage of this valuable service. If Joe has a lot of calls he will also stay on Friday for appointments. Remember, it's never too late to start planning for retirement.
Paul Thompson Local 51 Trustee FF P-3 'A'
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Alexander Financial Planning |
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Joe Alexander, with Alexander Financial Planning, will be in town this week on Wednesday July 14, and Thursday July 15. He will be available to meet with Local 51 members on both days to assist with your financial planning. This service is free and I recommend all members to call Joe and schedule an appointment. He has already helped quite a few of our members. He can be reached at 972-896-5600. Paul Thompson Local 51 - Trustee
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Joe Alexander |
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Joe Alexander, of Alexander Financial Management, will be back in town Tuesday, December 1 through Thursday, December 3. Joe is endorsed by the Texas State Association of Fire Fighters and specializes in retirement planning. Joe will be available by appointment at the Fire Fighter's Hall on the above dates. Plan for each appointment to last about one hour. Joe can help with your retirement planning, your spouses' retirement, and any other financial questions you may have. He will also be available for evening appointments. Joe has already helped a lot of our members with their financial and retirement planning. Don't wait to start planning. It is never too early. Send Joe an email at Joe@alexfm.com or call him at 972-896-5600 to make an appointment. This service is free to all members of Local 51 and their families. Also, feel free to call me if you have any questions about the retiree health insurance. Thanks, and Happy Holidays.
Paul Thompson Local - 51 Trustee 915-256-8094
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Joe Alexander 8/2009 |
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Retirement Planning Human Resources will be conducting a pre-retirement planning course at City Hall (in the conference room on the 3rd floor) on August 19, from 1:00 p.m. to 4:00 p.m. The schedule includes: Social Security presentation from 1:00 to 2:00, Pension presentation from 2:00 to 2:45, and Insurance and Benefits from 2:45 to 4:00. All employees are encouraged to attend. Seating is limited to 50 so please send an email addressed to -Organizational Development-, and please include your name, department, and peoplesoft ID. You can also email me and I will ensure your name is added to the list of attendees. It is never too early to start planning or asking questions about retirement. Feel free to call me with any questions related to the Health Insurance Plan or retirement. I am also attaching a copy of the training flyer that was sent out earlier..
(Any questions: call Paul Thompson 256-8094) Investment Advisory Services offered through Brookstone Capital Management LLC, Joe Alexander Email: joe@alexfm.com Cell: 972-896-5600 An SEC Registered Investment Advisor
Alexander Financial Management is endorsed by the Texas State Association of Fire Fighters. He is a frequent speaker at law enforcement associations across Texas and specializes in retirement planning.
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Alexander Financial Services |
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Joe Alexander, of Alexander Financial Services, is in town until Thursday to help Local 51 members with their retirement needs and questions. Feel free to call him at 972-896-5600 to set up an appointment. Take advantage of this free service to members of Local 51. Sorry for the late notice, Paul Thompson Trustee, Local 51
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Joe Alexander, of Alexander Financial |
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Joe Alexander, of Alexander Financial, will be in town this week to meet and discuss retirement planning with police and fire fighters. Joe will be in town this Tuesday through Friday, August 17-20. Joe has already assisted quite a few of our members and I highly recommend meeting with him to start planning your retirement. This service is free of charge to all members of Local 51. Joe will also assist your spouse or other family members with their retirement planning as well. Contact Joe at 972-896-5600 or email him at Joe@alexfm.com. Paul Thompson local 51 Trustee
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Alexander Financial Management 5/1/10 |
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Joe Alexander, of Alexander Financial Management, will be in town this week on Tuesday through Friday till noon. Any member of Local 51 retiring this year or considering retiring should call and make an appointment with Joe. Joe has already helped numerous Local 51 members and travels across the state assisting police and fire fighters with their retirement. Joe is well versed in our pension and can answer any of your questions (when is it a good time to retire, should I do the backdrop, what to do with your deferred comp, etc). This service is free and a benefit of being a member of Local 51. Each appointment will last approximately 1 hour and it is highly recommended to have your spouse or significant other there as well. Joe can also assist your spouse with any retirement questions they may have (401k, IRA, teacher pension, etc.) Don't wait till the last minute to start planning. Remember, most of us will live an additional 30-40 plus years into retirement (hard to believe but statistics don't lie). Also if you have any questions on retire health insurance, give me a call or send me an email. I will be more than glad to meet with you and go over your options. Call Joe at 972-896-5600 to make an appointment. He is flexible and will meet you at the FF's Hall or even your home.
Paul Thompson Local 51 Trustee 915-256-8094
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Joe Alexander |
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Joe Alexander, of Alexander Financial Management, will be in town next Tuesday and Wednesday, January 19 and 20. Joe will available both days for appointments at the FF's Hall. He will also be available both nights at the monthly union meetings to answer questions. Joe specializes in retirement and financial planning, and is endorsed by the State Association of Fire Fighters. His services are free to members of Local 51. He can assist you will any financial questions you may have. Anyone considering retiring this year should make it a point to meet with Joe. He has already helped quite a few of our members with their retirement planning. Call Joe at 972-896-5600, or send him an email at Joe@alexfm.com to schedule an appointment.
Paul Thompson Local 51 Trustee
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Alexander Financial Management |
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Joe Alexander, of Alexander Financial Management, will be in town October 12 - 15 to assist Local 51 members with their retirement planning. Joe is endorsed by the Texas State Association of Fire Fighters, and has assisted numerous Police and Fire Departments across the state. This service is provided free of charge to members of Local 51. Call Joe at 972-896-5600 or send him an email at Joe@alexfm.com. This service is not just for members 1-2 years from retirement, but also for anyone needing help with their finances. Joe can answer any financial questions you and your family may have. Remember, most of us will be retired longer than being employed, so plan accordingly.
Paul Thompson Local 51 Trustee
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Joe Alexander |
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Joe Alexander, of Alexander Financial Management, will be in town next week to meet with members of Local 51. Any member thinking about retirement should contact Joe to schedule an appointment. He will be here Tuesday night, and will be available all day Wednesday and Thursday. He will also stay until Friday if need be. Joe has already helped many of our members. Joe provides this service free of charge to Local 51 members because of our affiliation with the TSAFF. Send Joe an email at Joe@alexfm.com or call him at 972-896-5600. He will only be available by appointment so call quickly. Let me know if you have any questions. Paul Thompson Local -51 Trustee City Hall will be hosting a pre-retirement planning course on June 8, at 1:00 p.m. To 5:00 p.m. Anyone considering retiring this year or in the near future should make an effort to attend. There will be presentations from the Fire and Police Pension, Social Security, Insurance and Benefits, and Deferred Compensation. Questions and answer session will follow each presentation. A lot of information will be covered so be prepared to take notes and ask questions. To register send an email to - Organizational Development - and include your name, department, and peoplesoft ID. Let me know if you have any questions. The retirement course at City Hall On June 8, will be at the 3rd floor HR conference room.
Paul Thompson Local 51 - Trustee
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Page Last Updated: Jan 03, 2012 (16:16:00)
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