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Financial Strategies Consulting

Personal Service and Expertise You Can Trust!

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704-944-3297

For all your financial and retirement needs...

Planning for a secure financial future can be difficult with so many product choices, strategies and companies to choose from.  Our philosophy is simple:

  1. We never put your assets at risk so your principal is always secure;
  2. We provide competitive rates of returns to grow your wealth;
  3. We take advantages of the law to provide tax savings when possible;
  4. ​We provide lifetime income, living benefits such as long term care coverage for little or no additional costs; 
  5. ​We offer income protection and wealth transfers; and
  6. We provide World Class Service.