When the firm’s CEO & Senior Advisor, Robert Klefsaas founded Robert J. Klefsaas Investment Advisors in 1987, which later became All Star Financial in 1992, he was one of the pioneers in using a “fee-only” approach to wealth management. As independent “fee-only” advisors, All Star Financial does not receive compensation from mutual funds, insurance companies, or brokerage firms as an incentive to sell their products to our clients. Our team’s single passion is to serve our clients, and our first and only loyalty is to their success.
We are passionate about asking the right questions, listening for the answers and learning about the unique goals and aspirations of our clients. This creates a relationship built upon trust. To accomplish that, we pride ourselves on maintaining a completely unbiased approach to investment management. In fact, we manage our own money with the same discipline and approach we manage for our clients.
As fiduciaries, our services are designed to focus on the best interests of our clients and put our client’s interests ahead of our own. We adhere to what is called the “Fiduciary Standard of Care.” While this may seem like a confusing legal term, the definition of a fiduciary is anything but:
THE ALL STAR FINANCIAL GUARANTEE
Connect with us: