My family was left behind financially. I do this work so yours is not.
Pete Alexander plans retirement income, asset protection and insurance for families in Fremont and across the East Bay. This is the part of the story that does not fit on a business card.
The spending years are where plans fail.
Most advice is about building a nest egg. Very little of it covers spending one down without running out. That stretch is where Pete’s own family came up short, and it is what every plan he writes is built around: income that lasts, principal that is protected, and taxes that are planned for before they arrive.
“So many families are not prepared for the most difficult part of retirement: drawing down what they saved.”Pete Alexander
Thirty-three years married, and a lot of time spent with people who are hurting.
Pete and his wife have led the marriage ministry at their church for years. After several losses of his own in the early 2000s, he started leading its grief ministry too. Before that he ran a youth ministry of about 500 kids. Today the two of them spend much of their free time with people experiencing homelessness and people in recovery. When they are not doing that, the family is usually traveling or at the movies together.
Where you may have heard Pete.
Pete has been a guest on Bay Area radio talking about retirement risk, and he co-wrote Crash Proof Wealth with Brett Kitchen.
After several personal losses.
Protecting retirement savings from a crash, taxes and inflation.
Guest segments on retirement risk.
39510 Paseo Padre Parkway, Suite 120.
Find out which of the six risks your plan leaves open.
It costs nothing and you are not signing up for anything. You talk with Pete himself, by phone or video, or in person at the Fremont office.
Rather call? (510) 396-4627