A woman came to our office recently to get a 2nd opinion on how her adviser was managing her portfolio. She was in her early 50s, divorced and raising one child, and she had $250,000 stocked away in an account [...]
A Blueprint for Retirement A comfortable and worry-free retirement is the goal of many Americans. However, the biggest obstacle in attaining that goal is that many people tend to procrastinate and avoid thinking ahead to formulate a plan of action. [...]
How resourceful can you be during your retirement? Determining where your retirement money will come from is an integral part of planning for retirement. Most people draw on three main sources of income: Social Security, employer-sponsored plans, and personal retirement [...]
Everyone has expectations and dreams around retirement. Will your current plan meet your objectives? Today, more than ever, planning for retirement is a necessity. Proper planning and follow-through can help you avoid shortfalls in your income needs and assure you [...]
It's never too early to start planning for a comfortable retirement. Consider this: At age 65, only five out of every 100 retirees are financially independent. Twenty-two must continue working, 28 depend on Social Security, welfare, or charity and 45 [...]
Clemmons Office
3554 Clemmons Road
Suite 001
Clemmons, NC 27012
Office: (336) 391-3409
Charlotte Office
15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277
Office: (336) 391-3409
Our Clemmons office also serves the communities of Winston-Salem, Greensboro, Lexington, High Point, Mocksville, Oak Ridge and Mount Airy.
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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. The Wealth Guardians and Alphastar Capital Management, LLC are separate and independent entities. Better Business Bureau Disclaimer – The Wealth Guardians is a Better Business Bureau (BBB) Accredited Business since 05/08/2013 and rated A+ since 05/08/2013. BBB bases its accreditation and ratings based on the following criteria (this list is meant to summarize the relevant factors but is not meant to be all-inclusive): business complaint history, type of business, time in business, transparent business practices, failure to honor BBB commitments, licensing and governing actions known to BBB and advertising issues with BBB. Only accredited businesses who meet the following standards may use the BBB logo/link in advertising: Build trust, advertise honestly, tell the truth, be transparent, honor promises, be responsive, safeguard privacy and embody integrity. The BBB receives compensation from The Wealth Guardians in the form of membership dues to obtain accreditations. The Wealth Guardian’s membership in the BBB in turn provides the opportunity for clients to give ratings through their platform.
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