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How We Work

Our first priority is helping you take care of yourself and your family, and the goals that you have for your financial future. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Our main goal is to help you acheive financial growth and goals through our many different offerings at Star Financial.

Below is a comprehensive list of all of the services and products we offer. If you are curious about our offerings, the best way to contact us is through a phone call or email.

Financial Planning

Second Career Planning

Social Security Planning

Cash Flow Analysis

Tax Planning
Intergenerational Planning

Wealth Management

Retirement Plans

Tax Plans

College Plans

Estate Plans


Mutual Funds

Variable Annuities

Alternative Investments


Common Stock

Brokerage Accounts

Brokerage Accounts

Treasury Bills and Notes

Government Securities

Retirement Plans

Traditional IRA

Roth IRA


Simple IRA

Educational IRA

401k Plans

403b Plans

Money Purchasing Plans

Profit Sharing Plans


Dynasty Trust

Special Needs Trust

Asset Protection Trust

Charitable Trusts

Life Insurance Trust

Testamentary Trust

Goal Based Planning

Retirement Planning

Dream Vacation Planning

Bucket List Planning

College Planning

Charitable Giving

Life and Goal Planning

Estate Planning


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Individual Health

Group Health Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (509) 789-1818