About Us
My business is helping people save, grow and protect their money. In fact, I've been doing it for more than 32 years, and I've helped more than a thousand people right here in (NC, SC, SVA, and AL.) if you have specific questions, or would like to learn more, please let me know via email at william@fsc-team.org or by phone (704)321-5747.
The products and services we offer
Recommendations Received (42)
"William step upped to help a potential client with questions!"
"William is extremely knowledgable in my different areas of financial planning. He is..."
Read more
"William is extremely knowledgable in my different areas of financial planning. He is professional and gives 110% with every client. I strongly recommend him"
Products & Services
My business is helping people save, grow and protect their money. In fact, I've been doing it for more than 32 years, and I've helped more than a t...
When you need to count on expertise, we're here to help. Financial Strategies Consulting Inc. offers free consultation calls to clients in and arou...
Entrepreneurship doesn't have to be isolating. Mastermind groups are a great way for business owners to find support and accountability. Financial ...
Gallery
Recommendations Given (21)
"To claim our company free gift "
"FSC recommends Wenda Wang because he has many loan programs to help any client that has any..."
Read more
"FSC recommends Wenda Wang because he has many loan programs to help any client that has any lending needs also a great personality and he is easy to work with to get you the loan program that right for you and your goals "
Recent Activity
Do you have an old whole life insurance policy that has cash value and or maybe you get a home equity line of credit before you quit your current job? Then you can use your home equity line credit to fund your startup business. Also if you have an old retirement account that you can use that to...
(more)
Do you have an old whole life insurance policy that has cash value and or maybe you get a home equity line of credit before you quit your current job? Then you can use your home equity line credit to fund your startup business. Also if you have an old retirement account that you can use that to do a 72t which will give you monthly income to pay on a credit card or you those payments to supplement your income when you do a business startup. By doing a 72t you can avoid the 10 % penalty on a retirement account but you will pay taxes on that money. Seek professional advice from you an accountant, financial planner or maybe an attorney before you start a business startup as well
1 Reply
I feel your health is an investment because if you are in the best health the longer you will live and enjoy memories in your life and less chance you will end up on the government plan like Medicaid. Also the better health you are the fewer chances of you needing some type of Long Term Care.
(more)
I feel your health is an investment because if you are in the best health the longer you will live and enjoy memories in your life and less chance you will end up on the government plan like Medicaid. Also the better health you are the fewer chances of you needing some type of Long Term Care.
Having some type of life insurance is better than having no type of life insurance but if you have the new type of life insurance with Living Benefits that pay you if you have one of these types of illness like a chronic, critical or even a terminal illness is the best of both worlds. Also, the...
(more)
Having some type of life insurance is better than having no type of life insurance but if you have the new type of life insurance with Living Benefits that pay you if you have one of these types of illness like a chronic, critical or even a terminal illness is the best of both worlds. Also, the new type of GIUL gives the clients living benefits and no cash value that they would have to spend down if they are trying to qualify for Medicaid. Hope this helps answer your questions
In my business, I follow up with them in many different ways until they tell me to stop and or until they become clients. Then I send them a Thank you card when they become a client.
(more)
In my business, I follow up with them in many different ways until they tell me to stop and or until they become clients. Then I send them a Thank you card when they become a client.
Some Americans and Business Owners are using the new type of life insurance with Living Benefits that has 18 triggers to cover illness and or sickness do to life changing events.
(more)
Some Americans and Business Owners are using the new type of life insurance with Living Benefits that has 18 triggers to cover illness and or sickness do to life changing events.
Hello I have found a direct mail message to my target market get me more qualified clients to talk to about my life insurance products. Also I ask do you have the new type of life insurance, since most clients have life insurance but are not aware of the new type of life insurance that has living...
(more)
Hello I have found a direct mail message to my target market get me more qualified clients to talk to about my life insurance products. Also I ask do you have the new type of life insurance, since most clients have life insurance but are not aware of the new type of life insurance that has living benefits.
1 Reply
Hello Alan I have used a video e mail campaign lasting no more than about 5 minutes with a catchy subject line to get my small business owners attention to get them to call me back also I have emailed them first asking would be a good time and or when are you going to be in front of a computer...
(more)
Hello Alan I have used a video e mail campaign lasting no more than about 5 minutes with a catchy subject line to get my small business owners attention to get them to call me back also I have emailed them first asking would be a good time and or when are you going to be in front of a computer so we can do screen share appointment. Let me know if this help you with you and your problem on getting your CFO and or business owners to call you back. Thanks
Helping more small business owners to improve their bottom line and showing them how to protect there company profits in case of illness and or enjoying a tax free income when they are retired.
(more)
Helping more small business owners to improve their bottom line and showing them how to protect there company profits in case of illness and or enjoying a tax free income when they are retired.
My clients choose me because I think them as my parents and I always recommend what I would do if my clients where my parents in facing that financial problem
(more)
My clients choose me because I think them as my parents and I always recommend what I would do if my clients where my parents in facing that financial problem
All clients
(more)
All clients
