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

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.

Episode 10: A Perfect Retirement Must Include Tax Planning

Taxes, Political Elections & Your Retirement

Learn tax-advantaged accounts & products, withdrawal strategies, when & if you can do a ROTH Conversion, & more!


Retirement Elevated

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:

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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