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

Tax Strategies Appointment

One-on-One with Suzette Porter


We will cover topics such as:

Tax Harvesting
Roth Conversion
Diversifying


Book your appointment now!

Check back soon for upcoming events!

Check back soon for upcoming events!

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:

Why your taxes might not decrease in retirement

How "buckets" can help illustrate the impact of taces on varying assets

What required minimum distributions could mean for your tax bracket

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Get Started With Our

Capstar Redline Report

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Vision

What do you want your retirement to look like? We help you define what’s most important.

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Assessment

We examine your current financial situation and determine your retirement income needs.

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Strategy

We prepare a tailor-made financial strategy to help you pursue your unique retirement goals.

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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.

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