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Successful Financial Strategies.

Discover What Makes Our Firm Different

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Call Us: (828) 693-9349

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.

Protection; 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.

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Successful Financial Strategies

Successful Financial Strategies offers many types of services giving us the ability to approach your financial plan from a holistic perspective rather than 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 you.

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Meeting With Your Advisor

There are some key questions you want to ask and some conversations you'll want to look out for and avoid. We're different than other advisors out there. Be sure to interview your advisor and ask the right questions!

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 means thousands of dollars missed. With Social Security planning, you can see when would be the most beneficial time to start you benefits, and make an educated decision.

We are not CPA’s but we do understand that taxable investments can cause short-term and long-term financial consequences.

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

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Successful Financial Strategies are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions.

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