Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Yancey Financial, LLC are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Yancey Financial, LLC does not offer legal or tax advice.  

 

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Yancey/Financial

Investments. Insurance. Consulting.

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Welcome to Yancey/Financial
 
Good Planning Yields Good Results   
 

Whether you are taking the vacation of a lifetime, planning a wedding or developing next year's budget for your business, much depends on a good plan.  Consider an airplane.  In order for an airplane to operate safely and effectively, the pilot must proactively plan for the complicated factors of flight.  Financial success is no different and the key is having a good plan.

However, planning for financial success does not have to be as complicated as piloting an airplane.  Certain principles are tried and true.  As magnificent and uncertain as flight may seem, it is based on the forces of lift, weight, thrust and drag.  If the pilot correctly manages these forces, the flight of an airplane is predictable.  Although financial success may not be predictable, it can be managed through a good planning process.

When it comes to determining the correct investment and insurance solutions for you and your company, Yancey Financial can help you apply tried and true principles to achieve financial success.  A good plan will yield good results.