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609-730-1402
alex.jenkins@lpl.com

Services

How I Help 

Financial planning doesn’t have to be complicated. I help teachers, nurses, and young professionals make confident decisions about their money — one clear step at a time.

Whether you’re building your financial foundation, managing student loans, planning for major life events, or preparing for retirement, I give you the tools, guidance, and support to move forward with clarity. 

My goal is simple: 

Help you get your financial house in order so you can focus on teaching your students or caring for your patients — not worrying about money. 

What We Can Work on Together 

Build Your Financial Foundation 

  • Create a realistic savings plan
  • Establish an emergency fund 
  • Understand your cash flow and spending

Protect Your Income and Your Family 

  • Evaluate disability and life insurance needs
  • Prepare for unexpected events
  • Make sure your loved ones are protected

Manage Debt and Student Loans 

  • Explore repayment strategies
  • Understand refinancing options 
  • Build a plan that fits your career and income 

  Invest With Confidence 

  • Build an investment strategy aligned with your goals
  • Understand your 403(b), 401(k), pension, or IRA
  • Use tax‑aware strategies when appropriate
  • Review progress and adjust as life changes 

Plan for Retirement 

  • Map out your long‑term goals
  • Understand your pension and Social Security options
  • Create a retirement income plan you can rely on 

Prepare for Life’s Big Transitions 

  • Buying a home
  • Starting a family
  • Changing careers
  • Caring for aging parents 

Plan for Education Costs 

  • Understand 529 plans and other savings options
  • Review existing education accounts
  • Build a strategy that fits your family’s goals 
Teachers 

Teachers 

Planning designed around the realities of the school year, pension rules, and long‑term career stability. 

Nurses 

Nurses 

Flexible, practical strategies that support demanding schedules, shift work, and evolving career paths. 

Young Professionals (20s–40s) 

Young Professionals (20s–40s) 

Individuals and couples building their financial foundation — saving, investing, managing debt, and planning for major life decisions.

Getting Started

We begin with a simple conversation about your goals, challenges, and what you’d like to accomplish.

Schedule a Call