Moving you more powerfully.
1975Graduate from High School
1975End of Vietnam War
1976Steve Wozniak invented the Apple 1 and Steve Jobs convinced him to sell the system, giving birth to the Apple Computer
1977First mass-production of personal computers - Launch of the Voyager spacecraft
1977Meet the Love of Your Life
1979Smallpox eradicated
1979Graduate from College
1980Get Your First Job
1980Ronald Reagan elected as President
1981Graduate from College
1981First orbital flight of the Space Shuttle
1981Sony releases world’s first commercially sold CD Player
1983Start saving for retirement through employerNever underestimate the power of interest. Saving for retirement can never start too soon. 
1984Get Married
1984ATT dismantled by order of the Justice Department
1984LIFE INSURANCE STRATEGIES for marriageWhen 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?
1985End of Lebanon War. First use of DNA fingerprinting.
1986Bought First House
1987Maybe Black Monday Crash. “Dow Jones drops 508 points (22.6%)
1987Recieved Masters
1987Child Born
1987CHILD PROTECTION PlanNobody 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. 
1987Start Your First Business
1988Created a Buy/Sale Agreement for CompanyYou 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. 
1988End of the Iran-Iraq War
1989Fall of the Berlin Wall
1990Start college saving accounts for kidsIn 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.
1990Sir Tim Berners-Lee invents the World Wide Web
1990Started the first family wealth management accountTwo 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.
1991End of Gulf War
1992Fee-Based Planning for BusinessEnhance 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.
1992Bill Clinton is elected President of the United States
1992Hired high level executives
1993Created financial tax diversified planWhile 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.
1993World Trade Center bombing
1994Company has grown to over 100 employees
1994Employee retirement services for companyYour 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.
1995Establishment of the World Trade Organization
1996Tax PlanningMost 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.
1996Dolly the sheep becomes the first successful cloned mammal
1997Develop Executive bonus for highly valued and compensated employees of the companyIn 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.
1997Sound barrier broken on land
1998Business Self Funding StrategyMany 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?
1998Using in depth tools for planning, develops real estate strategies
1999Euro currency is introduced in Europe
2000Your children graduate from College and Start working for you.
2000International Space Station begins operations
2001September 11 attacks
2001Create a Donor Advised Fund to strengthen your Charitable giving and grow your own philampathy foundation.
2002Develop tax reduction strategies for ownership of company
2003Beginning of Iraq War
2004Sell part of business to Venture Capitalist firm
2004Facebook is formed
2005Spouse Start Family Foundation
2005Hurricane Katrina
2006Nintendo Wii is released
2007Set 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.
2008Great Recession
2009President Barack Obama signed the American Recovery and Reinvestment Act of 2009, a $787 billion economic stimulus package
2009Begin planning meetingsSince 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.
2009Set up Estate Plan and legacy planning.
2010Wealth Replacement PlanningIndividuals 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. 
2010You 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.
2010The Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law
2011August 2011 stock markets fall: Major United States stock market indices dropped in value by some two and a half trillion dollars
2011Cross-generational wealth managementProviding 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.
20122012 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
2012You hire a Investment Banking Firm
2013Barack Obama is inaugurated for his second term as president
2014Asset shifting strategy for legacy planningShifting 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.
20141 World Trade Center, opens in New York City
2015Restoration of relations with Cuba.
2015Grand Child Born
2015Your file for an IPO and list your business on the Stock Exchange
2016Multi-Generational Legacy PlanningThe 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.
2016Star 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
2017Pittsburgh Penguins win Back to Back Stanley Cups - First time in 19 years.
2018Transfer trust and assets to the next generationThe 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.  Season of Life: The timelineWe all progress through different stages of 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 a 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 opportunities throughout life. Margin-FullAll of us are striving for something better in life. One’s margin of where they are and where they want to go can be defined by the goals and opportunities they want to pursue. To not have a “Margin” would mean, you are constantly living on the edge without the time, ability, or energy to ensure you are pursuing your greatest opportunity. In our pursuit to get to everything, we can miss out on the most important things in life. In the end, we can live a margin-less life. By helping you think about the most important aspects of life, you will be able to pursue the most substantial goals and crucial people in your life. This simple concept can bless you with a margin-full life. About UsOur 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 every day to solve our 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 TeamBrandon SnyderMr. Snyder’s passions are investments and people. His pursuit of the best opportunities in the financial markets is reflected in the energy he brings to his business everyday. Brandon oversees the investment department within Alpha Capital Strategies and the direction of the company. Brandon is a co-principal. Jayci SchneiderJayci Schneider is an Employee Benefits Coordinator at Alpha Capital Strategies. She is responsible for providing employers with comprehensive benefits packages that are customized to the employer as well as the employee. She works one on one with human resources and the employees to help employees as they grow from entry level employees, to upper level management, and as they transition into retirement. In 2018, she became a member of the Worksite Agent Advisory Board at New York Life. This Board was responsible for ensuring the best programs are offered to employers. In 2017, she was awarded top case rate leader in her class over all New York Life agents in the West Texas region. For three consecutive years beginning in 2016, Jayci has been named a member of the Premier Executive Council at New York Life for insuring more than 150 individual lives each year. Jayci lives in Wolfforth, TX with her son Stetson. When not working, she and Stetson enjoy spending time together at the movies, Main Event, 50th Street Caboose, the trampoline park, and several other attractions in Lubbock, TX. They also enjoy spending time with their Doberman Axl and Gerbanian Shepksy Ruger. Ashley SmithAshley Smith is an Employee Benefits Coordinator at Alpha Capital Strategies. She customizes comprehensive benefits packages for individual employers and their employees. She personally works with employees one on one to provide the best service possible throughout their career and into retirement. Ashley also works alongside every HR director to ensure the process of providing employee benefits is a smooth and streamlined process. In 2018 Ashley was awarded with the Life All Star award. She was awarded Centurion status in 2018, and 2017, which means she insured more than 100 lives. She was Agent of the month out of all New York Life agents in West Texas in May of 2018. In 2016 she was awarded Life Success Award, Life Producer Award. For the last 2 consecutive years she has been named a member of the Premier Executive Council at New York Life. Ashley is from Morton, TX but now resides in Lubbock, TX. She is married to Jason Smith and they have 4 children Paris, Summer, JJ, and Nadya. When Ashely is not busy serving her clients she enjoys spending time with her family going camping, fishing, going to the movies, and cheering for her daughter Summer at her basketball tournaments. Dan GregoryMr. Gregory enjoys building relationships and working for the good of the client by placing each client in a new normal of success. Dan’s prior career in agriculture production and commercial bank lending over a 21-year period provides significant value to the firm. Dan is a co-principal. Charles SabinMr. Sabin’s passion is to impact the families of West Texas in a way that will have lasting impressions on future generations. Charles Sabin comes from a family that has been in the financial sector since 1946. Charles oversees Marketing, planning client communication, and clientele relationship development. Charles lives in Lubbock, TX with his wife, Sarah, and their two daughters, Evangeline and Imogene. Charles enjoys hiking and camping with his family in the Palo Duro and Cap Rock Canyons. He is an avid reader and collector of music. Jennifer SnyderMrs. Snyder oversees the internal accounting for Alpha Capital Strategies. Jennifer ensures that all internal accounts are reconciled and balanced. She has previous experience working as Lead Analyst for Student Business Services with Texas Tech University Health Sciences Center and as Chief Financial Officer of National Transit Media, LLC. Her knowledge and capabilities within her role at ACS have expanded from Brandon and Dan’s License Service Assistant to overseeing Alpha Capital’s internal finances. Jennifer is married to Brandon Snyder, and they have 3 beautiful children together. Mandi ApplegateMandi is the Director of Services for Alpha Capital Strategies. Mrs. Applegate has been in the financial services industry for over 5 years working with regional independent RIA in West Texas. She oversees the processes and systems within the firm to ensure every client is handled with the utmost care. Mandi holds her Life and Health Insurance License and hopes to gain her Series 7 license by the end of 2017. She is married to Mike Applegate and has 2 children. Mandi’s passions are spending time with her family and traveling. IndustriesMost 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 would like to find out how our models could benefit your current industry contact us today. Intellectual CapitalOur 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.
Wealth ManagementInvesting 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 the actions we take to accomplish financial planning so that the written financial plan can be evidence of what took place. 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. Business ServicesJust 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. You will provide a competitive advantage to attract and retain the best talent in your industry. Oil & GasInsights into this industry are standard for financial professionals, but our true value lies in the deep conversations we have with our oil and gas clients. Whether you are a royalty owner, significant oil production company, or landman, Alpha Capital Strategies understands the industry and wants to help you create margin-full capacity with your pursuits as 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. MedicalAlpha Capital Strategies recognizes that there are different paths to become a medical professional. No 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 the wealth. ACS helps you think through all areas of income, from your medical practice to your business ventures. AgriculturalMost 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, a producer’s kids or grandkids are the sole beneficiaries of all this 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. Business OwnersFinancial complexity for business owners is magnified by the tax code and the opportunities business owners pursue in effort to continue growth inside their business. 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. WindfallGreat 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. Professional AthletesProfessional 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 entrepreneur. Through our partnerships, we have the resources to ensure your wealth, estate, and legacy are fulfilled so you can have 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. Our Partners 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.
Eagle Strategies LLCThrough 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.  Our LocationsYou 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 on your own can be difficult. 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 about the season of life you’re in today! |
