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.

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Episode 10: A Perfect Retirement Must Include Tax Planning

Tax Tip Tuesdays

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Retirement Elevated
1-Night Course

Covering topics that are impacting for retirement, including Life Planning, Income Planning, and more!

Episode 9: Will You Run Out of Money in Retirement?

Virtual Camp Capstar

Camp Capstar will combine the financial pieces of retirement with the LIFESTYLE of retirement.

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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.

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5 Benefits of Proper Estate Planning

INSTANT DOWNLOAD

 

5 Benefits of Proper Estate Planning

In this guide, we address the 5 benefits of proper estate planning, including:

Learn 5 big reasons why you need a trust-based estate plan

The shocking truth about probate

Tax advantages of a proper plan

Seamless transition of wealth to your heirs

 

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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.

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“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

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