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Meet the Team
Boaty Alexander, CLU
®
, ChFC
®
Lori Ann Price
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What We Do
Planning
Our Process
Our Services
Investments
INVESTMENT PHILOSOPHY
INVESTING FOR RETIREMENT
INVESTMENT OPTIONS
Insurance
What Are the Basic Types of Life Insurance?
Life Insurance
Long-Term Care Self Insurance
Disability Income Insurance
Business Advisory
SMALL BUSINESS OWNERS
What Is Life Insurance for Business Owners?
Do I Need a Business Owner Policy?
Qualified Retirement Plans
What Is a Self-Employed Retirement Plan?
What Is a SEP IRA?
What Is a SIMPLE?
What Is a 401(k) Plan?
What Is a Roth 401(k)?
What Is a Profit-Sharing Plan?
What Is a 403(b) Plan?
Non-Qualified Retirement Plans
Business Succession Planning
Key-Person Benefits
What Is Disability Income Insurance for Business Owners?
What Is Split-Dollar Life Insurance?
CPAs & Attorneys
Estate
What Key Estate Planning Tools Should I Know About?
What Are the Pitfalls of Probate?
How Can a Living Trust Help Me Control My Estate?
How Can I Build and Preserve My Estate?
How Can I Control the Distribution of My Estate?
What Gifting Strategies Are Available to Me?
Taxation
What Is the History of the Federal Estate Tax?
What Is the Capital Gain Tax?
What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
What Tax Deductions Are Still Available to Me?
Federal Income Tax
Contact Us
Boaty Alexander
210 Third Avenue West
Hendersonville
,
NC
28739
Phone:
(828) 393-5197
E-mail:
boaty.alexander@stewardpartners.com
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