Chart Your Course
To and Through Retirement
At FleetStar Financial, we offer a wide range of financial planning and wealth management services. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being. We’ll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what. We have only one focus: you. We’ll work with you to provide personalized support every step of the way.
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Retirement Income Planning
How will you fund your retirement? If you’re like most people, qualified-retirement plans, social security, personal savings, and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Wealth Management
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. We will work with you to understand your risk tolerance while listening to you and understanding what your financial goals are. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Tax Planning Strategies
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Health Care and Insurance
Insurance transfers the financial risk of life events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. Strategies can include life insurance, health care, chronic illness coverage, and asset protection.
Estate planning
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. Proper estate planning can facilitate efficient distribution of assets and tax minimization.
