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    In the long journey of life, it always helps to have someone navigate the way.

    Thank you so much for reaching out to us at CapStar Financial, LLC. It is our goal to help you prepare for the financial road ahead. No matter where you are in your retirement planning, there’s still time to make a difference.

    We wanted to contact you about a new series of articles designed to help you stay informed in this ever-changing retirement landscape.

    On April 30th, 2016, (due to the Bi-Partisan Budget Act signed in November 2015) some of Social Security’s most important filing strategies will be taken off the table, potentially affecting millions of Americans entering retirement with a decrease in options and substantial benefits over their lifetimes.

    This is an example of the ever-changing laws that are affecting retirees today, and why it is crucial to stay informed so you can properly plan for these bumps in the road. As fiduciaries, advisors Suzette Blackburn and Elizabeth James of CapStar Financial, are required by law to offer financial advice only in your best interests; which means full disclosure and transparency as well as a full analysis of your individual financial situation before any recommendations can be made.

    There’s no time like the present to start this planning process. Remember, most people don’t plan to fail, but rather fail to plan. We’d like to invite you to call us TODAY at 512-215-9030 to set your complimentary appointment and take that first, critical step toward a smoother, more informed road to retirement.

    *No individual tax, legal or investment advice is given. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Insurance services and products offered through CapStar Financial, LLC. Insurance and Annuity product guarantees are subject to the claim-paying ability of the issuing company. Global Financial Private Capital, LLC and CapStar Financial are unaffiliated companies.


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    Suzette has over 20 years of financial planning experience. As an independent insurance and investment advisor, she is able to offer her clients a customized plan with independent investment options.
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    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Insurance services and products offered through CapStar Financial, LLC. Insurance and Annuity product guarantees are subject to the claim-paying ability of the issuing company. Global Financial Private Capital, LLC and CapStar Financial, LLC are separate companies. No individual tax or legal advice is given.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    TheThe Income Planning Checklist is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.