Client Profiles
The Business Owner
As a business owner, we understand that your company, your life, and your finances are all intertwined. Through every stage of your business life cycle, we are here by your side to help you minimize your tax burden, maximize your financial opportunities, and protect your assets.
The Physician
We understand that you have a unique financial profile because of your delayed career start, high educational debt, and high earning potential. We’re here to help you work through every challenge on the table so you can maximize your financial opportunities now and in the future.
The Retiree
What everyone wants out of retirement is different. No matter what your goals are, and no matter how much planning you have or haven’t done, we’ll meet you where you are and help you get to the finish line successfully.
The Family
We have families of our own, and we understand the intricacies and hurdles that you must overcome in order to provide the future you want for your family. Whether that means planning for college, setting up for retirement, or leaving your legacy, we can help every step of the way.
College Planning
We help families, regardless of their income levels, comfortably pay for the college of their choice while minimizing the impact on their current lifestyle. We will help you make sense of the college process and secure the funding so that you can comfortably pay for college, save for retirement, and enjoy your family and your life. You can give your child a four-year college education without spending your life savings.
The Executive
Helping business executives with their financial affairs can be complex because of their vast earning potential, unique salary and bonus arrangements, and extremely tight schedules. Here at Star Financial, we have the expertise you need to maximize your opportunities and secure your future.