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Call Us: (828) 229-2745

Welcome back to the Successful Financial Strategies blog! Today, we are happy to announce that AssetLock® and Successful Financial Strategies have joined forces to provide our clients in the Arden and Henderson area the most effective tool for monitoring their 401(k) and other retirement accounts. Stick around to learn more about what this could mean for you and your retirement savings.

If you are ready to work towards your financial goals, contact the financial advisors of Successful Financial Strategies. We do our best to provide you the tools to find success both now and in the future. To discover what makes our firm different, contact us.

What is Asset Lock®?

When someone introduces something new, it can be easy to assume it’s a gimmick. However, in the case of AssetLock this isn’t true. The AssetLock defines their product:

“AssetLock is a communication tool developed to help users stay informed regarding their retirement accounts. With AssetLock Personal, the user has complete control over the downside percentage which is used to send alerts.”

With an AssetLock account, you get access to your financials on your phone through an app. Check out the official AssetLock app available at the Apple App Store and Google Play.  

What Does This Mean For Me?

Successful Financial Strategies is excited to offer this complimentary retirement account monitoring tool to provide their clients these advantages:

  • Easy access to their retirement accounts (401(k), 403b, 457b, and TSP plans)
  • Ability to set their maximum downside or loss they can experience before the app notifies them
  • Receive notification of loss as soon as possible

Essentially, AssetLock will notify you when market conditions are changing and when that might affect your accounts. With this technology you are able to get information as soon as it’s available and respond with the speed needed to protect your investments. Instead of simply hoping for the best, you can make informed decisions.

 

How Does AssetLock Reflect SFS’s Values?

The financial advisors of Successful Financial Strategies’ are excited about AssetLock because it reflects our approach to financial strategies: gather data, create a plan, execute, and refine. For us we believe that hard data is essential for making informed financial decisions and we also believe that most financial plans are fluid and need to be adjusted to reflect current market trends and the goals of our clients.

Are You Ready to Get Started?

Taking steps towards your financial goals can be scary. Not only do you have to come face-to-face with your financials, you must also take responsibility for your actions regarding your assets. Though this can be frightening, the financial planning experts of Successful Financial Strategies are here to help. Our financial advisors have the experience, competence, and compassion to help you reach your goals. To learn why so many in Arden and Henderson are choosing to work with us, visit our website.

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!

Request More Information on the Seminar

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

Schedule a Complimentary Consultation With Us

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

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.

Welcome back to the Successful Financial Strategies blog! Today, we are happy to announce that AssetLock® and Successful Financial Strategies have joined forces to provide our clients in the Arden and Henderson area the most effective tool for monitoring their 401(k) and other retirement accounts. Stick around to learn more about what this could mean for you and your retirement savings.

If you are ready to work towards your financial goals, contact the financial advisors of Successful Financial Strategies. We do our best to provide you the tools to find success both now and in the future. To discover what makes our firm different, contact us.

What is Asset Lock®?

When someone introduces something new, it can be easy to assume it’s a gimmick. However, in the case of AssetLock this isn’t true. The AssetLock defines their product:

“AssetLock is a communication tool developed to help users stay informed regarding their retirement accounts. With AssetLock Personal, the user has complete control over the downside percentage which is used to send alerts.”

With an AssetLock account, you get access to your financials on your phone through an app. Check out the official AssetLock app available at the Apple App Store and Google Play.  

What Does This Mean For Me?

Successful Financial Strategies is excited to offer this complimentary retirement account monitoring tool to provide their clients these advantages:

  • Easy access to their retirement accounts (401(k), 403b, 457b, and TSP plans)
  • Ability to set their maximum downside or loss they can experience before the app notifies them
  • Receive notification of loss as soon as possible

Essentially, AssetLock will notify you when market conditions are changing and when that might affect your accounts. With this technology you are able to get information as soon as it’s available and respond with the speed needed to protect your investments. Instead of simply hoping for the best, you can make informed decisions.

 

How Does AssetLock Reflect SFS’s Values?

The financial advisors of Successful Financial Strategies’ are excited about AssetLock because it reflects our approach to financial strategies: gather data, create a plan, execute, and refine. For us we believe that hard data is essential for making informed financial decisions and we also believe that most financial plans are fluid and need to be adjusted to reflect current market trends and the goals of our clients.

Are You Ready to Get Started?

Taking steps towards your financial goals can be scary. Not only do you have to come face-to-face with your financials, you must also take responsibility for your actions regarding your assets. Though this can be frightening, the financial planning experts of Successful Financial Strategies are here to help. Our financial advisors have the experience, competence, and compassion to help you reach your goals. To learn why so many in Arden and Henderson are choosing to work with us, visit our website.

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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