Managing Your Wealth

Retirement PlanningEstate PlanningTax Planning & PreparationSocial Security AnalysisEducation Planning

You’ve got important financial goals in your life. Achieving them is not something to be left to chance. It takes a plan to get there. Whether it is a strategy for retirement, to help your children earn a college degree or assure the proper disposition of your estate, we can help you with a personalized wealth plan. You can enjoy life knowing you have a clear path to follow for the future.

We recommend specific strategies, help you implement those strategies, and then provide tools to make it easy for you to track your progress. When changes happen in the market or economy, you’ll understand how they affect your investments.

We begin our planning process with one simple rule – we listen to you to understand what you hope to achieve and the investment approach that will be most comfortable for you. At All Star Financial, we don’t swing for the fences. Instead, we use a disciplined, objective process that keeps emotions in check and seeks out realistic approaches that offer the best opportunities for you.

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Retirement Planning

Is retirement your primary concern? The challenges facing those who are heading toward retirement are significant – from longer life expectancies to rising health care costs. We offer a comprehensive, highly personalized retirement plan that is focused on strategies to meet your particular goals and to make sure your money doesn’t run out. It begins with an analysis of your current situation and recommended strategies that can help you find the best path to follow. We’ll have a frank discussion with you about the various trade-offs associated with each of your financial decisions prior to retirement. Our process is dynamic and interactive. Together, we can sample different scenarios using real-time information to help identify the most effective strategy for you.

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Estate Planning

As your wealth grows, the disposition of your estate becomes more complex. A well-designed estate plan is an integral part of your comprehensive financial strategy. This is not an issue to be ignored. If the proper paperwork isn’t in place, the distribution of your assets at death could become complicated and even difficult for your beneficiaries. Taking the time today to detail your wishes and make sure the appropriate documentation is in place and kept up to date is vital. At All Star Financial, we’ve teamed up with trusted, experienced partners to guide you through every step of the estate planning process.

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Tax Planning & Preparation

We recognize the important role that taxes play in your financial life. That’s why we have an in-house CPA to provide streamlined tax preparation services as part of our integrated wealth planning process. We offer quarterly forecasts to help you project the tax impact you are likely to face. We even prepare tax returns for more than 125 of our clients. With a professional attuned to your tax issues as they relate to your investment strategy, we can help keep you on track toward your goals.

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Social Security Analysis

Social Security has an important role to play as a funding source for your retirement. Unfortunately, most people don’t pay enough attention to how the system can work most effectively for them. That could be a big mistake. The more than 2,700 rules that govern the Social Security system will impact you in specific ways depending on your circumstances.

Making the right Social Security choices could mean a difference of $100,000 to $300,000 in additional benefits over your lifetime. That’s why we offer valuable expertise on Social Security as part of our comprehensive planning process.

If you don’t yet work with All Star Financial, we invite you to complete our Social Security Analyzer. It provides you with a customized report that details the options available to you and how each strategy fits into your comprehensive financial plan. We’re happy to help you your choices and determine a Social Security claiming strategy that works for you.

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Education Planning

One thing we know about higher education – it is not getting any less expensive. Student debt has become a huge issue in America. Proper planning is critical to help your children or grandchildren avoid a major financial challenge after they graduate. We’ll help find the most tax-advantaged ways to save for higher education needs for your family or yourself.

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