Getting Started With Star Strategies
The 5-Star Planning Process
We believe financial strategies succeed when they truly revolve around you. The 5-Star Planning Process centers on your unique story, concerns and aspirations, helping build retirements that shine bright.
Step 1
Illuminate
Let’s get to know each other! Our first visit is all about discovering who you are, where you’ve been and what sets Star Strategies apart. This discussion is focused on your dreams, not numbers.
Step 2
Navigate
If we agree to move forward together, we’ll dig in and identify challenges and opportunities unique to your situation. As it’s built, we’ll keep you educated on the ins and outs of your strategy.
Step 3
Elevate
With your approval, we’ll put your plan into motion — but this is only the beginning of a lifelong relationship. Regular check-ins and communication help you stay the star of your retirement story.
Explore Your Financial ToolBox
Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.
Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.
Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.
We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).
Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.
Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.
How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.
For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Wealth Management
Investments
Ready to Visit?
Contact us today to start — or continue — building a strong financial foundation for the future with help from genuine people you know, trust and enjoy.