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 Tip Tuesday

One-on-One Consultations

Retirement Elevated 2-Night Course

One-on-One Consultations

One-on-One Consultations

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 taxes on varying assets

What required minimum distributions could mean for your tax bracket


Want to learn more?


Get Started With Our

Capstar Redline Report



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



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



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.

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