Moving you more powerfully.

1975

Graduate from High School

1975

End of Vietnam War

1976

Steve Wozniak invented the Apple 1 and Steve Jobs convinced him to sell the system, giving birth to the Apple Computer

1977

First mass-production of personal computers - Launch of the Voyager spacecraft

1977

Meet the Love of Your Life

1979

Smallpox eradicated

1979

Graduate from College

1980

Get Your First Job

1980

Ronald Reagan elected as President

1981

Graduate from College

1981

First orbital flight of the Space Shuttle

1981

Sony releases world’s first commercially sold CD Player

1983

Start saving for retirement through employer****

Never underestimate the power of interest. Saving for retirement can never start too soon.

1984

Get Married

1984

ATT dismantled by order of the Justice Department

1984

LIFE INSURANCE STRATEGIES for marriage******

When two people begin a life together, they can no longer think of themselves as an I, but must transition to us. Couples must insure that either person will be left financially stable if something happens to the other. If one of you are no longer around would your human capital be replaced?

1985

End of Lebanon War. First use of DNA fingerprinting.

1986

Bought First House

1987

Maybe Black Monday Crash. “Dow Jones drops 508 points (22.6%)

1987

Recieved Masters

1987

Child Born

1987

CHILD PROTECTION Plan

Nobody is left unchanged when they have children. Creating a plan that is comprehensive and affordable is vital to protect your children’s insurability for later in life.

1987

Start Your First Business

1988

Created a Buy/Sale Agreement for Company*****

You don’t want to get stuck with another awkward Thanksgiving dinner because you were forced into business with your inlaws . Ensure you know who your businesses partners will be in the event of an unexpected death with a properly funded buy/sale agreement.

1988

End of the Iran-Iraq War

1989

Fall of the Berlin Wall

1990

Start college saving accounts for kids****

In today’s society, college education is more important and more expensive than ever. Preparing for you kids’ future can never start too early. People often times misunderstand the cost of college, by creating a proper plan for college funding will give your family the confidence to ensure your children can reach for the stars and start their life without debt.

1990

Sir Tim Berners-Lee invents the World Wide Web

1990

Started the first family wealth management account****

Two years after starting a business may seem fast, but creating a wealth management account makes sure your wealth works for you - this will help you build value outside of your business and your own human capital.

1991

End of Gulf War

1992

Fee-Based Planning for Business

Enhance your financial planning with fee-based structure. This method focuses on the goals you want to meet rather than the products used to meet them which increases the effectiveness of your plan.

1992

Bill Clinton is elected President of the United States

1992

Hired high level executives

1993

Created financial tax diversified plan***

While many clients understand the importance of diversified investment portfolios, many do not realize that tax diversified plans are vital as well. Build a balanced portfolio of pre and post-tax saving options to drive tax reduction in your working years and also in retirement.

1993

World Trade Center bombing

1994

Company has grown to over 100 employees

1994

Employee retirement services for company***

Your employees have worked hard to help you achieve your goals and dreams. Reward them and secure their futures by setting up retirement and investment plans. By creating benefit plans for your employees will give you the competitive to retain the best employees and hire great ones as well.

1995

Establishment of the World Trade Organization

1996

Tax Planning****

Most CPA’s only ensure clients’ returns are compliant and on time. Alpha Capital can help your tax professional understand your story and work together to ensure a better tax return. Preparing and evaluating your taxes from year to year can be an overwhelming job. People feel there tax professional should be giving planning advice but Alpha Capital understands the tax landscape therefore helping your Tax Professional on your team understand your story will ensure better tax return.

1996

Dolly the sheep becomes the first successful cloned mammal

1997

Develop Executive bonus for highly valued and compensated employees of the company****

In most businesses, losing a key executive or sales associate can set your business back for years. By creating executive compensation packages that give supplemental benefits to your top performers and key executive can ensure the heartbeat of business is strong for decades.

1997

Sound barrier broken on land

1998

Business Self Funding Strategy

Many businesses are built on the backs of the owner. When the owner is not around, the company does not run as smoothly. ACS can help you map out a lifetime protection plan while giving you access to emergency funds. Would your business continue to run as smoothly if you were not around? Given the recent credit crunch, how certain are you that you will always have access to the funds you need to maintain or grow your business?

1998

Using in depth tools for planning, develops real estate strategies****

1999

Euro currency is introduced in Europe

2000

Your children graduate from College and Start working for you.

2000

International Space Station begins operations

2001

September 11 attacks

2001

Create a Donor Advised Fund to strengthen your Charitable giving and grow your own philampathy foundation.

2002

Develop tax reduction strategies for ownership of company***

2003

Beginning of Iraq War

2004

Sell part of business to Venture Capitalist firm

2004

Facebook is formed

2005

Spouse Start Family Foundation

2005

Hurricane Katrina

2006

Nintendo Wii is released

2007

Set up charity remainder trust for tax reduction and to contribute to family foundation.*****

Ensure your legacy by creating a charitable foundation that supports your favorite philanthropies. Creating a charity remainder trust can reduce your taxes while helping support your community.

2008

Great Recession

2009

President Barack Obama signed the American Recovery and Reinvestment Act of 2009, a $787 billion economic stimulus package

2009

Begin planning meetings

Since you began your financial planning strategy early in your career, you are now able to enjoy what you have built and have meetings less often. Let your money work for you while you enjoy your retirement.

2009

Set up Estate Plan and legacy planning.******

2010

Wealth Replacement Planning*****

Individuals may hesitate to make substantial gifts to charity out of a legitimate concern that they’ll give away assets that family members may eventually need. For these people, a “wealth replacement trust”—also known as a capital replacement trust—may be the answer.

2010

You daughter gets married!

Individuals may hesitate to make substantial gifts to charity out of a legitimate concern that they’ll give away assets that family members may eventually need. For these people, a “wealth replacement trust”—also known as a capital replacement trust—may be the answer.

2010

The Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law

2011

August 2011 stock markets fall: Major United States stock market indices dropped in value by some two and a half trillion dollars

2011

Cross-generational wealth management

Providing the next generation with wealth planning. By engaging your next generation in the educational services that we provide, not only are your children and grandchildren empowered to make smart financial decisions, but they can continue to engage with each other, helping them navigate in the pursuits of their opportunities.

2012

2012 Benghazi attack: An attack that was coordinated against two United States government facilities in Benghazi, Libya by members of the Islamic militant group Ansar al-Sharia

2012

You hire a Investment Banking Firm

2013

Barack Obama is inaugurated for his second term as president

2014

Asset shifting strategy for legacy planning****

Shifting your business and real estate assets out of your personal name and into different entity and beneficiaries can benefit you from a lifetime estate tax.

2014

1 World Trade Center, opens in New York City

2015

Restoration of relations with Cuba.

2015

Grand Child Born

2015

Your file for an IPO and list your business on the Stock Exchange

2016

Multi-Generational Legacy Planning***

The intra-family loan strategy preserves the client’s gift and estate tax exclusions while creating an asset for the benefit of their child that may be used for education, retirement or estate purposes.

2016

Star Wars: The Force Awakens becomes the highest-grossing film in North America, beating previous record-holder Avatar's lifetime gross of $760 million in just 20 days of release

2017

Pittsburgh Penguins win Back to Back Stanley Cups - First time in 19 years.

2018

Transfer trust and assets to the next generation

The final step to secure your legacy is passing on your assets before your death to ensure a seamless transition between generations. Help future generations move more powerfully towards the opportunities they wish to pursue by passing on your knowledge and your advisors. Let us help you continue your story for generations.

Seasons of Life

Season of Life: The timeline

We all progress through different stages in life. Alpha Capital Strategies calls these stages a family’s “Season of Life”. A season is not defined by events that are time relative, but rather the most relevant events in time. These are typically the most important milestones such as creating a family, building a business, and leaving a legacy. The timeline illustrates how Alpha Capital Strategies can help you create more margin-full life which will help you think, see, and move more powerfully towards the opportunities you pursue. ACS will also walk you through your different Seasons to help you seek your best options throughout life.

About Us

Our MissionTo help people create more than they consume, by unfolding financial complexity.

Our firm was manifested by financial professionals who have a passion for developing deep relationships with their clients and wanted more for their clients’ future. We came together and combined expertise, knowledge and passion. Our team comes to work everyday to solve clients biggest problem - financial security. We wanted to build something that allowed people to have more value, a deeper relationship and understanding of what’s important and how to manage their financial opportunities. Therefore, we created Alpha Capital Strategies. Alpha in the world of finance means more than you expected; our hope and mission will always be to help you grow in every opportunity you have in your season of life. Please let us know how we can help you think and move more powerfully today.

Passionate Alpha Team

Brandon Snyder

Financial Planner

Dan Gregory

Financial Service Professional

Charles Sabin

Financial Service Professional

Jennifer Snyder

Comptroller of Alpha Capital Strategies

Mandi Applegate

License Service Assistant

Industries

Most companies have particular aspects of their business that carry unique opportunities and risks. We help you analyze your company's best opportunities. Our advisors have developed insight and knowledge through years of work helping our clients in specialized industries. Alpha Capital Strategies created some of the most in-depth comprehensive financial models for specific industries. Alpha Capital’s quantitative and qualitative models leverage the advantages of tax diversified strategies. If you like to find out how our models could benefit your current industry.

Intellectual Capital

Our clients see value in the quantitative research publications and commentaries produced by Alpha Capital Strategies and our partners - New York Life, Eagle Strategies, Advanced Planning, and numerous investment firms, money managers, and service providers. If you would like more intense knowledge on important topics that are crucial to your wealth management, please subscribe to our Intellectual Capital Knowledge Base.

Learn more about our advanced planning - Nautilus Navigator

Wealth Management

Investing in the markets can be overwhelming and incredibly complex for most clients. Clarity about our gap-income approach to wealth management allows for more dynamic understanding of the markets and your personal finances. Wealth management is more than helping you create your fortune, but focuses on turning your hard work into security. Through Eagle Strategies, we provide investment solutions to every walk of life. Whether you are just starting to accumulate your wealth, diversify your assets, or leave a lasting legacy, we can help guide your way.

Financial Planning*

Alpha Capital Advisors understand the stories our clients and their families tell. To appreciate your story, we listen deeply and ask questions. We know everyone runs out of time before running out of opportunities they want to pursue. In order to help our clients pursue as many opportunities as possible, ACS focuses on financial planning rather than a financial plan. By offering active financial planning, you can switch gears, change lanes, and take an exit whenever plans change. Contact us today to better understand the difference between having a plan and active planning.

*Financial Planning offered through Charles' affiliation with Eagle Strategies LLC, a Registered Investment Adviser.

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Business Services

Just as financial planning is important for individuals, businesses need structured benefits and planning. ACS seeks to understand the current standing of your business and direction you are headed. As a business owner, you have so much on your plate that the details of your employee benefits, such as 401(k), Profit Sharing Plans, Employee Whole Life Insurance, go unnoticed. We simplify these processes so the implementation can be powerful by providing a competitive advantage to attract and retain the best talent in your industry.

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Oil & Gas

Insights into this industry are standard for financial professionals, but our true value lies in the deep conversation we have with our oil and gas clients. Whether it’s royalty owners, significant oil production companies, or landmen, Alpha Capital Strategies has developed a set of advisors that understand the industry and help you create margin-full with your opportunities owners. Most people in the oil and gas industry can weather a downturn. We help you take advantage of it. A wealth strategies firm that focuses on the downturns as much as the booms, provides you value outside your perspective by allowing you to enjoy the intellectual capital of our clients and their businesses.

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Medical

Alpha Capital Strategies recognizes that there are different paths to become a medical professional. Not matter the path, a graduate is often left with a lot of debt. ACS can help address the immediate need for foundational planning. As income changes and grows, we can offer a variety of strategies to assist with, budgeting, saving, tax diversification, building wealth, and goal setting. Most high net-worth medical professionals venture into other areas to create passive income, but few have the time to manage that wealth. ACS helps you think through all areas of income from your medical practice to you business ventures.

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Agricultural

Most ag producers live the old mantra “farmers live poor and die rich.” In our experience, this means Agricultural Producers work hard growing a crop just to get by from year to year until their land is paid off. Returns increase but not until late in life. In many cases, the kids or grandkids are the beneficiaries of their parents’ hard work. Through comprehensive planning, we can help you understand and unfold the financial complexity of exiting the farming business and transitioning to the position of landlord through crop share or cash rent.

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Business Owners

The financial complexity of business ownership is magnified by the tax code and the opportunities business owner pursues. While owners can always make more money by investing inside their business, a lack of asset diversity can cause problems when preparing for retirement. In most cases, creating wealth inside your business requires your time, skill, and human capital. For too many business owners, liquidation is the only way they can enter retirement. We can help build a diverse portfolio and attractive business model so owners can retire with peace of mind.

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Windfall

Great gifts can often be complicated and confusing to manage and, in the end, become overwhelming. Many of our clients have received substantial, unexpected good fortune such as a large inheritance, jackpot/lottery winnings, or lawsuit settlements. Between taxes and lump sum payments, we can easily be overwhelmed and quickly wonder where the money ended up. ACS can assist you with your windfall before receiving your first check. We help prevent you from unwinding your progress by guiding funds into different investment vehicles and tax saving tools that work for your situation. Let us help create goals and set up savings to protect your windfall.

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Professional Athletes

Professional athlete enterprises have changed in the last 20 years. Many athletes create wealth outside their sport through global brands. Alpha Capital Strategies understands the complexity of an athlete becoming an businessman. Through our partnerships, we have the resources to ensure your wealth, estate, and legacy are fulfilled so you can the confidence to focus on your sport. Through active planning, we can help in wealth accumulation that includes socially responsible investing and charitable-giving. We understand that many athletes wish to give back to the communities who supported and inspired them. Let ACS work beside you to help fulfill those dreams.

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Our Partners

The Nautilus Group Logo

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Dan works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies LLC

Through Eagle Strategies, Brandon provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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Our Locations

You have worked hard to provide for your family and find success in your career. We understand that you want to protect what you have created, grow the assets you have acquired, and work towards a more prosperous future. Meeting these goals can be difficult on your own. Let Alpha Capital Strategies think, plan, and move more powerfully towards the opportunities you wish to pursue. We offer confidential consultations with no commitment, obligation, or fee.

Come tell us your season of life you’re in today!

Lubbock Location

6121 79th Street, Unit A
Lubbock, TX 79424

Call us: (806) 698-5619

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,100.51 -2.02%
Dow Jones Transportation 9,514.11 -1.64%
Dow Jones Utilities 757.85 -0.22%
Nasdaq Composite 6,910.66 -2.26%
Nasdaq 100 6,594.96 -2.56%
NYSE Composite 11,755.38 -1.51%
AMEX Composite 2,344.24 -1.79%
PHLX Semiconductor Index 1,177.57 -1.43%
OSX Oil Service Sector Index 89.24 -4.28%

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