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You have spent years working in your business.
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We have supported hundreds of business owners during the life cycle of their businesses. Our financial experts can show you how to make well-informed and reasonable financial decisions.
HERE’S HOW WE CAN HELP
We can help you identify and execute specific business strategies such as succession planning, risk management, and transitioning for retirement. Succession planning ensures a smooth transfer of leadership and ownership within the company, identifying potential successors and implementing strategies for a seamless transition. Risk management evaluates and mitigates potential risks, protecting assets and ensuring business continuity. Transitioning for retirement involves creating a clear exit strategy, exploring options like selling the business or passing it on to family members, and securing financial stability for the owner. By addressing these aspects, businesses can establish a strong foundation for long-term success, protecting their interests and ensuring a secure future.
Transactional Planning
Some Clients may need to complete a transaction to place a specific product to help pursue their financial goals. In some cases, our clients may already have a financial plan; therefore we help facilitate a product transactionally.
Fee-Only Financial Planning
Everyone runs out of time and capital before they run out of opportunities they want to pursue. Comprehensive ongoing fee-only financial planning offers our clients continual planning to ensure they pursue the most effective and crucial financial goals.
The Right Team for the Job
Have any questions or concerns about your finances? Our Financial Professionals have over 20 years of experience creating holistic, custom-made financial plans for all types of situations. Please feel free to reach out if you have any questions.
What financial tools are you not taking advantage of?
Regardless of the financial season that you currently find yourself in, Alpha Capital Strategies offers strategies that can help you find and pursue your greatest financial opportunities. As a firm of independent financial professionals, we can offer an extremely wide range of services to families and business owners alike, including:
- Holistic, Fee-Based Financial Planning
- Risk Management
- Business Planning
- Tax Planning
- Succession & Legacy Planning
- And so much more!
Our Office
6213 98th Street
Lubbock, TX, 79424
Contact Us
(806) 300-0401
cbsnyder@alphacapitalstrategies.net
Office Hours
Mon-Fri: 9am – 5pm
Sat-Sun: Closed
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Alpha Capital LLC, a registered investment advisor. Alpha Capital LLC and Alpha Capital Strategies LLC are separate entities from LPL Financial. Alpha Capital Strategies LLC and the “logo” are registered trademarks. This material has been prepared for information purposes only and is not intended to provide, and should not be relied on for, accounting, legal, investment, or tax advice.