611 Beckwith Drive,
Bridging the Confidence Gap
When Markets React
It May Be Time for a Financial Checkup
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Financial Strategies Unlimited is an independent financial services firm that offers educational funding, retirement income planning, insurance and estate planning strategies. We focus on providing workable financial plans and strive to reach our clients’ objectives through investment management and insurance. Whether you are just starting out, at the height of your career, nearing retirement or settled into your retirement years we’d like to help you feel confident about your short and long-term financial plans.
Female-owned and operated by Ruth Petty, Financial Strategies Unlimited strongly believe that your financial plan is truly unique and that is why we offer unlimited financial strategies. The plan, options and choices available to clients understand our recommendation of products are based on their needs – that is why Ruth is so passionate about offering an unbiased, independent financial point of view.
Financial Strategies Unlimited serves the communities on both coasts with a focus in Greensboro, North Carolina and California. Although a large percentage of clients are retirees seeking assistance with retirement income planning and legacy planning, Ruth doesn’t believe in “one size fits all.” Learn why Financial Strategies Unlimited believes working with a financial professional is so important.
If you are looking for a pathway to financial security contact Ruth at Financial Strategies Unlimited and setup a complementary “get the conversation started” meeting.
Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.