1. 401(k) Basics: What You Need to Know

    Welcome back to the Successful Financial Strategies blog! In our last post, we were happy to announce our partnership with AssetLock®. Through this partnership we are better able to provide our clients and our advisors assess to 401(k) and other retirement saving accounts so they can have a faster response to changes in the market climate that directly affects their accounts. To learn more abou…Read More

  2. What’s the Big Deal About Life Insurance: When Do I Need It? – Part 3

    Welcome back to the Successful Financial Strategies blog! On our blog, you can find answers to questions about your financial future and information that can help you better understand profitable investment tools and financial strategies. Keep reading our blog to learn a few more ways that life insurance can benefit you and your family in the future. If you are just joining us, be sure to check ou…Read More

  3. What’s the Big Deal About Life Insurance: When Do I Need It? – Part 2

    Welcome back to the Successful Financial Strategies blog! We are a financial firm that serves the Arden and Henderson areas with holistic financial planning services. We believe in putting your needs above our own and want to guide you towards your financial goals and ultimately, prosperity. We offer financial planning, wealth management, life insurance planning, and annuity strategies services. T…Read More

  4. What’s the Big Deal About Life Insurance

    Hello, and welcome back to the Successful Financial Strategies blog! We post regularly about relevant topics that are both practical and informational. We want to provide you with the tools that you need to help you make wise investments and prepare you for the future, as well as offer information about the implications of large-scale financial events and their effects on your assets and financial…Read More

  5. Holistic Financial Planning Defined

    Everyone is different, and everyone's needs are different. So, no single financial plan fits every individual or every family. The details and circumstances that make up your life vary from others' as much as the differences between snowflakes; no two are alike. It only makes sense then to create a financial plan that serves only you and your family — and no one else's. Holistic financial planni…Read More

  6. Why Should You Plan For Retirement?

    When you begin thinking about retirement starting with a plan is a good approach. While this is great advice most people may not have the resources that are needed to properly do the math and develop a successful plan. At Successful Financial Strategies developing a successful plan is what we do day in and day out. We believe your retirement plan should dictate both your investment and spending st…Read More

  7. What Makes a Great Financial Advisor?

    Guest Post by the Alphastart Capital Management Investment Team Clients have wondered what Britain's exit from the EU means for their investment portfolio. Here is our view on how this will affect our investment strategies. Yesterday, the United Kingdom ("UK") held an historic vote. The issue was whether to exit the European Union ("EU")-known as "Brexit"-or to remain. The public debate was heated…Read More

  8. Regarding Brexit…

    Guest Author: Chad Blanton Author Introduction: Chad Blanton is VP of sales in the annuity division at Financial Independence Group. Starting as a sales consultant his focus on building strong relationships with each advisor he worked with quickly brought him to the VP of annuity sales position at FIG. Introducing unique ideas to the advisors he worked with allowed him to guide them to greater pro…Read More

  9. Why You Should Have a Financial Advisor

    Author: Mike Blanton The main reason you should have a Financial Advisor in your life and on your team is summed up in a word, direction. Knowing where you are and where you are going are the two most important pieces of information you can have in life. The other reason you would want a financial advisor is to get answers to the 4 financial Questions everyone faces: Will I run out of money? What …Read More