Discover What Makes Our Firm Different
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.
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.
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.
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?
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.
Times and dates:
Tuesday August 14 | Time: 11am – 2 pm w/ Lunch
Thursday August 16 | Time: 6 pm – 8 pm w/ Dinner
Saturday August 18 | Time: 11am – 2 pm w/ Lunch
The Cascades Mountain Resort
201 Sugarloaf Road
Hendersonville, NC 28792