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Successful Financial Strategies

Discover What Makes Our Firm Different

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Call Us: (828) 693-9349
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The Truth About Annuities

 December 10th and December 12th​

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What you will learn;

  • The annuity language and the costs involved–Caps, Spreads, Margins, Participation Rates, Bonus and Surrender Charges.
  • How to calculate the true fees and expenses on your annuity contract.
  • How to evaluate your annuity, and determine if it is the right one for you.
  • The annuity sales pitches and “scare tactics” to look out for.
  • How to help protect your money WITHOUT buying an annuity!

Free Online Course Available Now!

Free Online Course Available Now!

The power of knowing where you are today and knowing where you’re going before you invest.

Investing with a purpose vs. investing with a hope, due to a personal comprehensive retirement plan.

Knowing what to protect and how to protect could be the key to financial success for you and your family.

IRI - Insured Retirement Income for life. We'll help you get the best possible rates.

Welcome to...

Successful Financial Strategies

Successful Financial Strategies offers many types of services to the Arden and Hendersonville area, giving us the ability to approach your financial plan holistically rather than from a one size fits all perspective. We'll take into account everything from your income stream to what you want to leave for those coming behind you to create a financial plan tailored to your financial goals.

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Meeting With Your Advisor

When you meet with your financial advisor for the first time, you should ask questions about their process and the ways in which they aim to aid their clients in reaching their financial goals. Choosing a financial advisor who gives you peace of mind not only by their qualifications, but also in their demeanor is an important part of the financial planning process.

Do you know the answers to the 4 most important Financial Questions?


What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?


How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last till life expectancy?


Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle til life expectancy?


If you don't do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?

Should you own life insurance? How much should have? Is your current life insurance structured to do what you think it should do? All questions you need the answers to.

Starting Social Security without a plan could mean thousands of dollars missed during your retirement years. With Social Security and retirement planning, you can see when the most beneficial time to start you benefits, and make an informed decision.

We are not CPA’s but we do understand that taxable investments can cause short-term and long-term financial consequences. Learn more about this proactive step towards prosperity.

Get Started Today!and see how we can help you reach your financial goals

Investment advisory and financial planning services offered through Planners Alliance, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Successful Financial Strategies. Successful Financial Strategies is a separate and unaffiliated entity from Planners Alliance, LLC and Advisory Alpha, LLC.