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Services To Individuals

Investments

 

  • Fee-based, professionally managed investment portfolios for pre-tax retirement accounts and tax sensitive after-tax accounts

  • Exchange Traded Fund (ETF) based investment portfolios

  • Investment management provided by AlphaStar Capital Management

Insurance

 

  • Life insurance

  • Fixed Annuities

  • Health insurance

  • Disability insurance

  • Insurance services provided by highly-rated national companies

Consulting

 

  • Individual retirement planning

  • Financial goal attainment

Services To Institutions

Investments

 

  • Section 3(38) designated investment manager for qualified retirement plans

  • Fee-based investment management

  • Exchange Traded Fund (ETF) based investment portfolios

  • Investment management provided by AlphaStar Capital Management

Insurance

 

  • Life insurance

  • Health Insurance

  • Disability insurance

  • Insurance services provided by highly-rated national companies

Consulting

 

  • 401(a) qualified plans

  • Non-qualified plans

  • Foundation & endowment

  • Institutional & corporate cash maximization

  • Investment committee structuring & compliance

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Yancey/Financial

Investments. Insurance. Consulting.

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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The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Yancey Financial as of the date hereof, which are subject to change without notice at any time. Yancey Financial does not represent that any opinion or projection will be realized. Neither Yancey Financial nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

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