Core Services
Empower your family's financial future with our comprehensive range of services, expertly designed to secure your wealth and provide peace of mind for generations to come.
Retirement Planning
01
Ensure your golden years are truly golden. Our retirement planning services help you create a strategy that maximizes your savings and prepares you for a comfortable retirement. We’ll guide you through various investment options, social security strategies, and more.
02
Wealth Management
Our fee structure is based on assets under management, aligning our success with that of our clients. By adhering to the fiduciary standard, we maintain the highest level of ethical conduct, avoiding conflicts of interest and prioritizing our clients' financial well-being above all else.
03
Tax Planning
Tax planning is a crucial component of comprehensive financial management. Keep more of what you earn with our comprehensive tax planning and preparation services. We work with you year-round to develop strategies that minimize your tax burden while ensuring you’re fully compliant with the latest tax laws.
Risk Management
04
Our goal is to help you protect your assets and ensure your legacy is preserved according to your desires. With our expert guidance, you can navigate the complex world of estate planning with confidence, knowing that your loved ones will be well-cared for and your final wishes will be honored.
Asset Distribution
05
Maximize your retirement savings with our 401k account management services. Whether you’re rolling over an old account or optimizing your current one, we provide expert advice to help you make the most of your contributions and investments.
Estate Planning
06
We help protect your assets and ensure your legacy is preserved through a comprehensive estate plan tailored to your needs. Our services include wills, trusts, and asset protection strategies, ensuring that your final wishes are carried out smoothly and your loved ones are well taken care of.
Take Control of Your Financial Future Today.
Let's Discuss your Financial potential
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(800) 345-3155
8655 East Vía de Ventura
Suite F-127
Scottsdale, AZ 85258
141 S McCormick St, Suite 206H,
Prescott, AZ 86303
By Appointment only
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 and Secure Estate Solutions are separate and independent entities.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
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