What All Star’s Reading #2

A few weeks ago we introduced a new blog installment, “What All Star’s Reading,” that will outline the influential articles that have helped shape our views on investments, financial planning, tax planning, and the practices we implement to service you, our valued client. The articles we share will be geared towards you and we hope.. read more →

How Do I Choose The Right Advisor?

Last year, we posted a blog that talked about a Broker vs. Fiduciary (fee only independent advisor). There was a video that we posted along with it that explains these differences by comparing them to a Butcher vs. Dietician. The more we had this conversation with our clients and prospective clients, the more we realized.. read more →

Deepening Client Relationships

This past year, All Star Financial participated in Fidelity Investment’s Nationwide Benchmarking Study for all independent RIA’s that use their trading platform. This was not the first study we had done, but we found the results this time to be very informative. After going over the results of the study we realized that we had.. read more →