Successful Financial Strategies

15 Loop Rd, Suite 3B | Arden, North Carolina 28704

(828) 693-9349

Insurance Services

An image of an insurance policy

An Independent Insurance Review

As an independent financial advising company and a fiduciary, we are able to offer our clients the opportunity to review current insurance policies from a variety of companies and evaluate their options, because of this we are not locked into a particular carrier and the interests of our clients always comes first.

Do you have the right type of policy and the best available?

New types of policies come out every few years and mortality tables are updated every decade (meaning lower premiums due to longevity).

How we can help?

With a little bit of information from you and your current policies, we can tell you if you're overpaying, potentially helping to save you money and/or ensure that your policy doesn't expire before it's needed to pay out. We can get numbers from 10+ top carriers in the industry and make sure you have the right type of policy to suit your needs at the best available price.