Your Financial Strategies

You’ve built up your savings. Now, let’s build a commonsense retirement income strategy.

We help retirees and pre-retirees fortify their income to last a lifetime.

Step One


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Step Two


Using the Star Strategies common sense plan, we’ll examine your current financial situation and determine your retirement needs.

Step Three


Receive a custom common sense strategy to help you reach your unique retirement goals.



3 things to address to help ensure you can weather a recession

This downloadable guide walks you through three things to check now to help ensure you and your family are prepared — even if the economy takes a dip.

What you'll learn:

• A simple calculation to help determine whether you've saved enough to retire
• Alternative methods to create income without relying on a volatile stock market
• The importance of planning ahead and working with a financial professional


An Educational Event

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.

August 8
Journey to Retirement Dinner Seminar
6:30 pm | Greystone Event Center 50 Riffel Rd.
Wooster, OH 44691 United States


Our Founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.


The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 330.345.5207.