Unlock Your Financial Future with Creative Solutions
Retirement Planning, Asset Growth, and Alternative Investments
Tailored to Your Situation.
AS SEEN ON
My mission is to empower you to navigate your financial future with confidence.
Welcome! I’m Pete Alexander, a financial professional specializing in alternative investments and insurance. Having experienced the challenges of retirement planning myself, I understand the importance of tailored solutions that go beyond the conventional. I am committed to providing innovative strategies that meet your unique financial needs, whether you are planning for retirement or seeking to grow and protect your assets. Let's work together to secure your financial future.
About Us
Supporting Business Like Yours
Our CPA firm in LA offers comprehensive tax and accounting services to help businesses manage their finances effectively. With our team of experienced professionals, we provide accurate and timely financial reporting, tax planning, and compliance services.
Our Services
At Pete Alexander Wealth, we offer a range of specialized services designed to meet your financial needs
Retirement Planning
We provide tailored strategies to help you achieve a secure and fulfilling retirement. Our comprehensive approach considers your unique goals, ensuring you are well-prepared for the future.
Asset Growth & Protection
Our innovative methods focus on both growing your wealth and safeguarding your assets. We implement creative solutions to enhance your financial security while maximizing your investment potential.
Business Solutions
For business owners, we offer comprehensive financial strategies that address your specific challenges. Our services are designed to optimize your business’s financial health and support its growth.
A Lifetime of Service and Financial Solutions
ABOUT THE AUTHOR
Pete authored the book Crash Proof Wealth to help people understand the secrets of true wealth.
Warren Buffet once said “The first rule to wealth is never lose your principle, the second is; never forget rule number 1.”
That’s what Crash Proof Wealth teaches. How to protect your wealth so you don’t lose it when market crashes happen.
But it’s more than that. It also shares how to protect yourself from taxes and inflation as well.
These are all enemies of wealth that must be defeated if you want to enjoy a successful retirement.
Helping You Beat The
6 Harmful Retirement Risks:
Protection Risk
An untimely death or accident can create additional stress and financial pressure on our closest loved ones if we don’t plan ahead.
Market Risk
A single 20% or 30% market crash can not only hurt your account balances, but it can cause you to run out of money years sooner.
Tax Risk
CPA and Tax Expert Ed Slott says “Taxes are a larger risk than market crashes.” If you have all your retirement income in qualified plans like IRA’s and 401(k)’s that require you to pay taxes when you take the money out, you have a huge tax liability.
HEALTH CARE RISK
Statistics show that long term health care costs can be the largest expense in retirement, what have you done to protect your nest egg and your family from being hammered by this expense?
INCOME DEPLETION RISK
Will your nest egg provide enough income to give you the retirement you want, for as long as you live? Most people have no idea.
LONGEVITY RISK
Longevity is the great RISK MULTILPIER. Do you know how long you will live? Hopefully a long prosperous life. Longer life spans multiply the likelihood of each of these risks happening to you.
If you don’t have a plan in place RIGHT NOW to protect against these 6 Retirement Risks, then
request Pete's Retirement Income Miracle Consultation right now.
You’ll see how to survive and thrive in retirement while protecting yourself against each of
these 6 harmful retirement
Pete’s mission
“My mission is that family should not be left behind. Mine was left behind financially. So many families are not prepared for the most difficult dilemma in retirement:the de-accumulation period of their assets. I wake up each morning with the burning desire to teach and educate millions of Americans to create more Retirement Income Miracles in their lives.”
FAMILY
I just love spending time with my kids. When we travel, we’d rather travel as a family. We hang out all the time: we go to movies, play games, chill at home, and travel together.
"We’ve created some amazing memories over the years as a family and we plan on creating a ton more."
Giving Back To The Youth
Pete has been serving for the past 50 years. He dedicates countless hours every year to serving others and through ministry work. Having been married for 33 years and counting, Pete and his wife continue to give back by serving his church’s marriage ministry. Going through several personal losses & difficulties in the early 2000s has also inspired Pete to also lead the grief ministry for years.
He recently led a whole ministry for his church with around 500 kids. Outside of work and family, Pete and his wife spend much of their time helping the homeless and those recovering from drug addiction.
“Service has always been a big part of my life. I have found that through a life of service, you create a life of meaning.”
Frequently Asked Questions
What services do you offer?
I specialize in retirement planning, asset growth and protection, and providing tailored financial solutions for business owners. My goal is to help you navigate the complexities of financial planning and achieve your financial objectives.
What is a Free Goal Setting Session?
The Free Goal Setting Session is an introductory consultation where we discuss your financial goals and challenges. This session allows me to understand your needs better and provide personalized insights on how to achieve your financial aspirations.
What makes your approach different from traditional financial advisors?
I focus on innovative solutions that go beyond the conventional financial strategies. I understand the unique challenges faced by my clients and provide empathetic guidance based on my own experiences. My aim is to create customized strategies that align with your specific financial situation.
Are you licensed to provide financial advice?
Yes, I hold licenses in Life, Health, Property, and Casualty insurance. Additionally, I am a published author and have made appearances on local Bay Area radio, sharing my expertise in financial planning.
Who can benefit from your services?
My services are designed for a wide range of individuals, including retirees, business owners, and anyone seeking innovative financial solutions. Whether you are planning for retirement or looking to grow and protect your assets, I am here to assist you.
How can I protect my retirement savings from market volatility?
To safeguard your retirement savings from market fluctuations, consider the following strategies:
🟠 Diversify Your Portfolio: Spread investments across various asset classes to reduce risk.
🟠 Incorporate Fixed-Income Investments: Allocate a portion of your portfolio to bonds or annuities, which can provide more stable returns.
🟠 Utilize Alternative Investments: Explore options like real estate or commodities that may not correlate directly with stock market movements.
🟠 Implement a Risk Management Plan: Regularly assess your investment strategy and adjust as needed to align with your risk tolerance and retirement goals.
🟠 Consult a Financial Professional: Seek personalized advice to develop a comprehensive plan tailored to your financial situation.
Pete’s guidance and expertise in asset growth and protection are unmatched. With his help, we’ve been able to create a strong financial plan that fits our family’s future goals.
— Tom B., Small Business Owner
Working with Pete has been life-changing. His Retirement Miracle Process gave us the security we needed, ensuring our finances are safe and sustainable. I can now look forward to retirement without fear.
— Linda R., Retired Teacher
Pete’s wealth of experience and dedication to financial education shine through in every meeting. Thanks to him, we’re set up for a comfortable retirement with minimal risk.
— Mark W., Engineer
Ready to achieve your financial goals?
Take the First Step Towards Your Financial Future
Schedule your Free Goal Setting Session today! During this personalized consultation, we will explore your unique financial situation and outline strategies tailored to your needs.
Don’t wait—empower yourself with the knowledge and tools to secure your financial future.
Our team of experts is dedicated to helping individuals and businesses achieve financial success.
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