Our Process

Discovery

Presentation

Discovery

In this step, we gather information about your financial situation, goals, and values to understand your unique needs and aspirations.

Analysis

Presentation

Discovery

We assess your current financial landscape, identifying strengths and areas for improvement to create a clear picture of your options.

Presentation

Implementation

We present our findings and tailored strategies, explaining how each recommendation aligns with your goals and addressing any questions you may have.

Implementation

In this phase, we help you put the agreed-upon strategies into action, coordinating necessary steps to initiate your financial plan.

Monitoring

Implementation

Monitoring

We regularly review your financial plan's performance, making adjustments as needed to ensure it remains aligned with your evolving goals and circumstances.

Our process begins with understanding your unique goals and concerns. From there, we develop strategies in four areas:

Putting your assets to work through income planning
Preserving your wealth by addressing risks
Creating a legacy plan to provide for those you love
We use tailored strategies to help you make the most of every tax opportunity.

With a focus on clarity and collaboration, we ensure your plan evolves as your needs change. Whether it’s income strategies, insurance planning, or partnering with professionals for legal guidance, our process helps you feel confident in your financial journey.

Get Started Today!

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 SEC, nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through ClearPath Retirement Planning, LLC, and Alphastar Capital Management is not involved in the offer, recommendation, sale, or management of commission-based fixed Insurance products. Alphastar Capital Management and ClearPath Retirement Planning, LLC are separate and independent entities. This is for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security, investment product, or investment strategy.

Our Financial Process

Discovery

Presentation

Discovery

Analysis

Presentation

Discovery

Presentation

Presentation

Implementation

Implementation

Implementation

Implementation

Monitoring

Implementation

Monitoring

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