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About Us

My business is helping people save, grow and protect their money. In fact, I've been doing it for more than 20 years, and I've helped more than a thousand people right here in (NC,SC and VA) Also I enjoy assisting small business owners recover money so they can plan for a better retirement by doing audit in 5 key area.

Our Ideal Customer

Small business owners who are looking recover money on expenses that they have already paid and or any one who is looking for away to have a guaranteed paycheck or play check so they don't outlive their retirement savings also a business exit strategy when they want to retire but also need to know to protect their business asset if die and or get sick so the business has the funds to continue. Need loan for any reason ? Even if you have only been in business 4 or 5 months.

Our Team
William Smith from Financial Strategies Consulting
William Smith
Upcoming Events & Promotions
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How to Avoid IRA Tax Traps and Avoid making any of the Top 10 IRA Mistakes ? Call Financial Strategies Consulting at 704-907-9258 to get a copy of this book along free IRA review.
Products & Services

Small Business Owner recovery agent

I help small business owners recovery money in 5 key areas. Call today to see if we can recovery money for you and your small business along with a plan for retirement plan and or a exit strategy.

Distribution Planning Don't Outlive your income

Tax free income, IRA distribution income planning and Reducing taxes on Social Security and helping people save, grow and protect their money by taking Longevity risk off the table
Businesses We Recommend
Past Events & Promotions
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Claim your FREE Book I’ll send you a complimentary copy of the book Top 10 IRA Mistakes by David Royer http://www.ncscfinancialstrategies.com/educatio... Watch the video to learn more so you and your family can avoid the IRA Tax Traps
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https://financialsecurity.video/6006/31 click the link to learn more about how to your Business Equity transfer so you can enjoy tax free income.
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Check out video to learn more on how you can finance your retirement and receive tax free income for life, while protecting other assets in case you have a stroke, heart attack and or cancer. Capital Asset Leverage video https://financialsecurity.video/6006/32

Highly Recommended

By 5+ Local Business Owners!
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