BBB Business Review
This Business is not BBB accredited
Successful Financial Strategy, Inc.
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This business is not BBB accredited.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
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Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for Successful Financial Strategy, Inc. include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Type of Entity
Business ManagementMr. William Snow, Owner
RETIREMENT PLANNING SERVICE Third Party Administration of Insurance and Pension Funds (NAICS: 524292)
A financial planner should be able to provide the following: a clearly written plan, in language you can understand, containing a balance sheet of assets vs. liabilities; an explanation of goals with advantages and disadvantages of any course of action; options and alternatives for all investment choices as well as the risk estimated in each investment objective; specific suggestions for improving your personal cash flow; projections for shifts in the rate of interest, inflation, and other situations that will affect your future; a plan for liquidity in the event of emergencies; and a schedule for reviewing your financial progress.
In most states, financial planners are not regulated. As anyone can say he or she is a financial planner, you need to be cautious and check out the person's credentials. Also be on guard for "financial planners" who are no more than salespeople for a particular type of product, such as stock or insurance.