"Empowering Your Financial Journey,
One Goal at a Time"
Alexander Walter
Broker | Insurance Agent
Even with all the information at our fingertips, many feel overwhelmed by financial chaos. Instead of guessing at the future, let’s tackle what's happening in your world today and set meaningful goals for the journey ahead.
Even with all the information at our fingertips, many feel overwhelmed by financial chaos. Instead of guessing at the future, let’s tackle what's happening in your world today and set meaningful goals for the journey ahead.
Services
Get Assistance With...
01.
Life Insurance
Protect your loved ones' financial future with life insurance. It provides a lump sum payment to your beneficiaries in the event of your passing, ensuring they're taken care of when you're no longer there.
02.
Disability Insurance
Disability insurance replaces a portion or most of your income if illness or injury prevents you from working, helping you cover essential expenses and maintain your lifestyle. You can select between short-term and long-term disability plans to secure your financial future
03.
Final Expense
Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.
04.
Indexed Universal Life
This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.
05.
Critical Illness
Critical illness insurance provides financial support if you're diagnosed with a severe illness, helping cover medical expenses and other costs. Secure your peace of mind with critical illness coverage.
06.
Health Insurance
Stay worry-free about medical bills with health insurance. Whether it's routine check-ups, unexpected illnesses, or emergencies, health insurance helps cover the costs, keeping you and your family healthy and protected.
07.
Fixed Indexed Annuities
This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.
08.
Medicare
Medicare offers comprehensive healthcare coverage for eligible individuals, ensuring access to essential medical services and treatments. With Medicare, you can enjoy peace of mind knowing that your healthcare needs are covered, allowing you to focus on living a healthy and fulfilling life.
Our Philosophy
What We Stand For...
Alexander understands that navigating financial decisions can feel overwhelming, especially with so much information at your fingertips. We’re here to change that. Our mission is to coach professionals, families, and entrepreneurs to build strong financial habits and create a life filled with confidence and excitement.
Alexander specializes in relationship building, offering you a reliable confidant, problem solver, and educator every step of the way. Whether you’re looking to protect your cash flow, secure your family’s future, or grow your business, we tailor our services to your unique needs. Utilizing an array of financial toolsets and strategic partnerships, we help you achieve your goals and enjoy the journey.
Feel empowered, relieved, and ready to take on the future with a trusted partner by your side. Let's talk and start building the financial future you deserve.
100+
Happy Clients
2+
Years of Experience
Life, Health, Disability, Critical Illness, Long Term Care, Medicare, Annuities, Business Insurance
Insurance Products
$100,000.00
Premium Sold
Protect Yourself
Build Your Savings
Reduce Your Debt
Enjoy The Journey
About Alexander Walter
I'm a proud Father of a Down Syndrome Warrior, a relationship builder, reliable confidant, problem solver, and educator! I have a background in Consulting, Cybersecurity and Risk Management, and offer my skills to help change the trajectory of your life, or leave a lasting impact on those around you. Let's layout your vision of your future, establish the goals you want to achieve along the way, and use the right financial strategies to get you there!
Serving Locally
Licensed to Serve
CA, DC, FL, MD, TN, TX, VA, WV
Hear From Our Clients
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Kyle
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Lou
Alexander does a great job educating people on the various Long-Term Care insurance options, as well as breaking it down to make it understandable. I highly recommend his services!
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Mo 3
Contact Us
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CA Insurance License Number - 4358345
Contact
We do not offer every plan available in your area. Currently we represent 1 organizations which offer 26 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.