Yancey/Financial
Investments. Insurance. Consulting.
Services To Individuals
Investments
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Fee-based, professionally managed investment portfolios for pre-tax retirement accounts and tax sensitive after-tax accounts
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Exchange Traded Fund (ETF) based investment portfolios
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Investment management provided by AlphaStar Capital Management
Insurance
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Life insurance
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Fixed Annuities
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Health insurance
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Disability insurance
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Insurance services provided by highly-rated national companies
Consulting
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Individual retirement planning
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Financial goal attainment
Services To Institutions
Investments
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Section 3(38) designated investment manager for qualified retirement plans
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Fee-based investment management
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Exchange Traded Fund (ETF) based investment portfolios
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Investment management provided by AlphaStar Capital Management
Insurance
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Life insurance
-
Health Insurance
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Disability insurance
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Insurance services provided by highly-rated national companies
Consulting
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401(a) qualified plans
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Non-qualified plans
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Foundation & endowment
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Institutional & corporate cash maximization
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Investment committee structuring & compliance