Asset Protection Investment Strategies in Matthews, North Carolina

Mission Statement

Our guiding principles are to add value and make a meaningful difference in people’s lives. William, Bill, and Tammie collectively bring 75 years in the industry to the team. Our retirement philosophy uses the 5 L’s of retirement (Living, Lifestyle, Luxury, Long Term Care, & Legacy) which includes becoming debt-free before retirement. We empower our clients to weather the speedbumps and pot-holes that will occur in their lives. With taxes and inflation in mind, we use all the strategies available in order to achieve their financial goals and objectives. Then with our client’s financial education, they can make better-informed decisions about their financial life. Our holistic approach in planning for life includes health (we cannot have wealth without health). The approach of tough love is used for planning for all three phases of retirement (Go-Go Years, Slow-Go years & No-Go years). There are three phases in retirement planning. The first is the accumulation stage in which growth is the objective. The second is the preservation stage (the five years before and five years after you retire) which determines success in retirement life or not. The third stage is the distribution stage in which monthly income is the objective, not accumulation. When working (in the accumulation phase) there are not many rules to go by but the closer one gets too full retirement goals; the rules, factors, and objectives change from having the biggest pile of money to the most stable reliable income. This is why we specialize in retirement income planning based on the best interest of the client. William Smith President 704-907-9358

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Want to protect your assets from taxation, seizure, or other losses? We can help. Financial Strategies Consulting Inc. is a reputable financial consulting firm providing effective services, including asset protection investment strategies, legacy planning, long-term care planning, and much more. We have all the knowledge and experience to help and guide you to achieve your financial goals. You can always trust us. Just tell us your requirements and your plans and leave the rest to us!

Since our establishment in 1988, we’ve been serving the community of Matthews, NC and surrounding areas. With our expertise and extensive experience, we want to help our locals achieve their financial objectives without the hassle. Let us know what we can do for you!

If you are interested in our services, our financial consultants are happy to help. Our services are dependable and led by the best advisors in the city. Call the friendly team at Financial Strategies Consulting Inc. at (704) 321-5747 or visit our website at rolloverretirementincome.seminarsoncall.com for more information. We look forward to serving you!

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Service Locations

Asset Protection Investment Strategies Matthews  -  Guaranteed Lifetime Income Matthews  -  Distributions Income Strategy Matthews
Fixed Index Annuities Matthews  -  Social Security Maximization Matthews  -  Protecting Asset From Taxes Matthews

Citations

Financial Strategies Consulting Inc. Photo Gallery
Updated as of 4/20/2025

Contact Information

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