OUR MISSION
Our mission is to take the time to understand what matters most to you and provide thoughtful guidance as we help you build, implement, and adjust a financial strategy that reflects your goals and supports your long-term plans.
Yes. As an independent fiduciary, FleetStar is committed to putting our clients’ interests first and providing advice tailored to their financial goals.
FleetStar takes a personalized, relationship-focused approach to financial planning and wealth management. We work closely with individuals and families to develop financial strategies tailored to their goals, needs, and circumstances.
From retirement income planning and investment management to tax planning and long-term financial decisions, our focus is on helping you navigate your financial journey with clarity and confidence.
FleetStar believes in transparency when it comes to compensation. Our fees vary based on the services provided, and you can find additional details in the fee table on our website.
FleetStar works with individuals and families seeking personalized financial guidance tailored to their unique goals, priorities, and stage of life. We take the time to understand what matters most to you and develop strategies that align with your financial goals.
Preserving your financial legacy involves more than growing your assets. Thoughtful financial, tax, and estate planning can help you prepare for the future, ensure your assets are transferred according to your wishes, and support the people that matter most to you.
Tax planning can play an important role in preserving your wealth and making your retirement savings last. Understanding how different accounts are taxed, when to withdraw funds, and which strategies may help reduce taxes can help you maximize your retirement income and make informed financial decisions with confidence.
Your financial plan should evolve as your priorities and financial circumstances change. Reviewing your plan regularly can help ensure your investments, estate plans, and beneficiary designations align with your wishes. Regular check-ins can also help you identify opportunities to preserve your wealth and prepare for the next generation.
Getting started is as simple as having a conversation. We’ll take the time to learn about your financial goals and what matters most to you. Schedule a meeting to start the conversation and explore how we can help you plan your financial future.
At FleetStar Financial, we take pride in being a small, relationship-focused firm where clients are never treated like account numbers. Our clients know our team, and our team knows our clients. We believe that personalized service starts with understanding your goals, your concerns, and the details that make your situation unique.
Whether the conversation involves retirement income planning, tax-efficient strategies, or long-term financial decisions, we are committed to providing attentive service, timely communication, and thoughtful guidance as your needs evolve.
You’ll meet with Luke G. Meekins, MBA, President of FleetStar Financial, who brings more than 25 years of experience in financial advising. He has spent his career helping Boston-area families navigate retirement planning and make informed decisions about their financial future.
Prefer to speak with us directly? Reach us at (617) 236-1700.
Our Office: One Thompson Square, Suite 204, Boston, MA 02129.