Create the Financial Future You and Your Family Deserve
Let us help you navigate today’s increasingly complicated economic and tax
environments so you can make more informed decisions.
Upcoming Events
Virtual Camp Capstar
Camp Capstar will combine the financial pieces of retirement with the LIFESTYLE of retirement.
2024 Elections and Your Taxes in Retirement
Learn tax-advantaged accounts & products, withdrawal strategies, when & if you can do a ROTH Conversion, & more!
Retirement Elevated
2-Night Course
Covering topics that are impacting for retirement, including Life Planning, Income Planning, and more!
One-on-One Consultations
We can help educate you so that you can make better decisions with savings and more easily achieve your retirement goals.
Do you have a tax-efficient retirement strategy?
Download this 12-page guide to learn more about potential tax strategies for retirement. This guide will cover:
Together we will examine:
Want to learn more?
Do You Believe These 5 Annuity Myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:
- Annuities make accessing money impossible.
- Annuities are too complicated to understand.
- Savings are enough — why an annuity?
Get Started With Our
Capstar Redline Report
Vision
What do you want your retirement to look like? We help you define what’s most important.
Assessment
We examine your current financial situation and determine your retirement income needs.
Strategy
We prepare a tailor-made financial strategy to help you pursue your unique retirement goals.
Ongoing Relationship
We meet with you regularly to discuss how well your strategy is working — and whether any changes are needed.
“My goal is to help protect clients from the risks of inflation, market downturns, unnecessary taxes and incapacity costs.”
Suzette Porter
Owner of CapStar Financial
Tune in to Our RADIO SHOW
Listen weekly to “Financial Wise” Saturdays at 1:30 p.m. and Sundays at 8:30 a.m. on Talk Radio 1370 AM.
