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.

Taxes and Your Retirement Workshop

Learn and discuss:

  • Tax-Advantaged Accounts and Products
  • Withdrawal Strategies
  • When and if you can do a ROTH Conversion
  • Medicare premiums that act like a tax
  • Social Security and Provisional Income
  • Secure Act of 2019 and the tax change results

Check back later for upcoming events.

Watch Our Story

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INSTANT DOWNLOAD

 

Preparing for retirement? Don't skip these 10 things!

This 4-page guide will walk you through some of the most important things to consider as you prepare your strategy for retirement.

What it means to "spend less than you earn"

Why you should plan to live a long life

Where to turn for financial guidance

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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