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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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