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As financial advisors and residents in the Henderson and Arden areas, we often come across people that do not know that much about their financial situation. Yes, they are able to pay the bills and they are not defaulting on any loans or are having any other major financial hardship. However, a common theme is that they have no idea what their long-term financial situation looks like and they do not know the answers to four important questions that can determine everything. Prosperity is not just about the “here and now” and being able to put food on the table this month — or even this year. When considering your own prosperity, you must have a long-term vision for yourself and your family. Read on to learn which questions you must answer and how you can create a long-term plan for success.   

What is your rate or return?

When our financial advisors talk about your rate of return, we are talking about how much you are earning from your savings and other investments. Do you know how much you are making or are you simply resting on the concept that putting money in savings or other retirement funds means you are earning “enough”? Because of our society’s tendency towards instant gratification, or “the microwave” syndrome, we find a lot of our clients have never thought about their finances from a long-term perspective. Knowing your rate of return is a must for creating a viable plan for the future and retirement; this is also a means knowing if you are getting the most out of your investments. Don’t miss out, because you made an assumption.

How much do you need to save on a monthly basis?

Often, for many people in the area, their education in money-handling and other related topics only covered general financial practices. Many people assume that putting money aside — and any amount of money — is enough to save up for retirement and unexpected expenses. However, this isn’t entirely true. Yes, saving any money a month is wonderful and worthwhile, but not enough. Working harder doesn’t always get better results. Working smarter, in most cases always does. You must save “smarter” and you do this by knowing how much you are saving and how that is affecting your long-term goals. Most who enjoy a comfortable, early retirement, didn’t just wake up rich. They made monthly strides toward their goal and set concrete goals that they either met or missed each month.

Stay Tuned for Part 2

Stay tuned for our next blog post to learn more about the four questions that you must be able to answer if you are to make a goal toward attainable prosperity. If you don’t know the answer to these questions, you don’t need to panic and you don’t have to feel badly about yourself either, because you are in a majority. However, now is the time to find the answers to these pertinent questions and, then, use that information to make an attainable and measurable goal towards your long-term financial needs and desires — and you don’t have to do this alone.

You Have Someone On Your Side

Our financial advisors at Successful Financial Strategies would love to help you ascertain the current state of your financials and to make a goal for the future. When you work with us, you can always rest assured that we have your best interest in mind. Visit our website to learn more about us and to make an appointment to see us in our Henderson or Arden offices.  

upcoming seminar

How to Teach Your Kids About Money


Dates: 1/29/2019 and 1/31/2019

Topics we will cover:

  • The game of money
  • The value of money
  • Wealth transfers
  • Opportunity cost and the true cost of borrowing
  • The family bank

To RSVP, call our hotline at: (833) 818-6989 or register online at www.youRSVP.com and enter code: DARMEG

Seating is limited so please reserve your spot today!
Register Now
Or contact us for more information by filling out the form below!

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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.

Call Us Now(828) 229-2745

Arden Location

15 Loop Rd
Arden, NC 28704

Business Hours

  1. Mo, Tu, We, Th, Fr
    1. 9:00pm – 5:00pm

Hendersonville Location

100 Chadwick Square Ct E
Hendersonville, NC 28739

Business Hours

  1. Mo, Tu, We, Th, Fr
    1. 9:00am – 5:00pm

Contact Us Now

  • Do not fill this form out if you're a solicitor.
  • This field is for validation purposes and should be left unchanged.

As financial advisors and residents in the Henderson and Arden areas, we often come across people that do not know that much about their financial situation. Yes, they are able to pay the bills and they are not defaulting on any loans or are having any other major financial hardship. However, a common theme is that they have no idea what their long-term financial situation looks like and they do not know the answers to four important questions that can determine everything. Prosperity is not just about the “here and now” and being able to put food on the table this month — or even this year. When considering your own prosperity, you must have a long-term vision for yourself and your family. Read on to learn which questions you must answer and how you can create a long-term plan for success.   

What is your rate or return?

When our financial advisors talk about your rate of return, we are talking about how much you are earning from your savings and other investments. Do you know how much you are making or are you simply resting on the concept that putting money in savings or other retirement funds means you are earning “enough”? Because of our society’s tendency towards instant gratification, or “the microwave” syndrome, we find a lot of our clients have never thought about their finances from a long-term perspective. Knowing your rate of return is a must for creating a viable plan for the future and retirement; this is also a means knowing if you are getting the most out of your investments. Don’t miss out, because you made an assumption.

How much do you need to save on a monthly basis?

Often, for many people in the area, their education in money-handling and other related topics only covered general financial practices. Many people assume that putting money aside — and any amount of money — is enough to save up for retirement and unexpected expenses. However, this isn’t entirely true. Yes, saving any money a month is wonderful and worthwhile, but not enough. Working harder doesn’t always get better results. Working smarter, in most cases always does. You must save “smarter” and you do this by knowing how much you are saving and how that is affecting your long-term goals. Most who enjoy a comfortable, early retirement, didn’t just wake up rich. They made monthly strides toward their goal and set concrete goals that they either met or missed each month.

Stay Tuned for Part 2

Stay tuned for our next blog post to learn more about the four questions that you must be able to answer if you are to make a goal toward attainable prosperity. If you don’t know the answer to these questions, you don’t need to panic and you don’t have to feel badly about yourself either, because you are in a majority. However, now is the time to find the answers to these pertinent questions and, then, use that information to make an attainable and measurable goal towards your long-term financial needs and desires — and you don’t have to do this alone.

You Have Someone On Your Side

Our financial advisors at Successful Financial Strategies would love to help you ascertain the current state of your financials and to make a goal for the future. When you work with us, you can always rest assured that we have your best interest in mind. Visit our website to learn more about us and to make an appointment to see us in our Henderson or Arden offices.  

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.

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