Financial Strategies Consulting

Matthews, NC Financial Services
(704) 321-5747
(704) 321-5747
1122 Sam Newell Rd Ste 105, Matthews, NC 28105

1122 Sam Newell Rd Ste 105, Matthews, NC 28105

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About the Business

At Financial Strategies Consulting, we specialize in helping our clients who are already retired or are looking to retire in the next few years. Our mission is to ensure that our clients do not outlive their money, taking away the worry of longevity risk. We provide alternative solutions for long-term care benefits, ensuring that the money still goes to the beneficiaries tax free in case it isn't used. Additionally, we are knowledgeable about the Pension Protection Act 2006. Our team of experienced professionals is committed to providing our clients with the best possible retirement plans that meet their individual needs.

With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

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Publisher Info

Opening Time

  • Mon
    9:00 AM - 7:00 PM
  • Tue
    9:00 AM - 7:00 PM
  • Wed
    9:00 AM - 7:00 PM
  • Thu
    9:00 AM - 7:00 PM
  • Fri
    9:00 AM - 4:00 PM
  • Sat
    10:00 AM - 2:00 PM
  • Sun
    Closed
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