The information being provided is strictly as a courtesy. These individuals or outside entities are not affiliated with, nor endorsed by LPL Financial. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
All indicies are unmanaged and may not be invested into directly.
All indicies are unmanaged and may not be invested into directly.
Have our LPL Private Wealth Advisor reach out to you. |
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What Does Your Financial Pathway Look Like?What do you want your future to look like in the next 5 years, 10 years, 20 years? Financial investing is a process. It can be more successful when planned based on a solid foundation of education, market research and analysis of individualized needs. If you have no vision of how your financial path looks, sit down with me to discuss your options. Once I fully understand your vision, it then, becomes my job to assist in pursuing your vision. For those of you who don't know what path to take, I can help you find the right place to start.
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Mortgage StrategyNobody wants to be in debt, allow me to consult with you on efficient ways to pay down your mortgage. |
Life Insurance
Leaving a lasting legacy for your heirs may be high on the priority list for your family. Making sure your legacy is protected with the appropriate amount coverage.
If you or your family has accumulated significant assets, allow us to show you our process. |
Lone Star Wealth Management is an open architecture for your insurance and investment needs. Lone Star Wealth Management is a private practice dedicated to managing your financial needs and goals. If you have a question concerning your finances or insurance protection then we have a strategy.
Retirement Planning
Have you been planning for future healthcare costs? Do you have a strategy to make sure your purchasing power is not eroded by inflation or the rise in the cost of long term care? 3.3 Trillion dollars have been printed in 2020, The US Government will raise taxes in the future; are you prepared? Don't be the one who is unprepared to meet tomorrow's challenges.
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Investment Strategy
I spend hours researching the market, analyzing trends in an effort to provide the most effective strategies. I can help you build customized strategies for your short, medium and long term goals. The open architecture of this practice allows me to provide guidance independently. Simply put, I build my own strategic investment models through LPL Financial and hedge accordingly.
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More on the founderPassionate and considerate, are the most common words associated with my practice. My passion for market research and relationship building are at the core of my investment ethos. My five-step process has assisted business owners, families, and individuals, in an effort to help attain the financial confidence they envisioned. My practice aims to provide financial guidance with two main goals in mind. First, to educate those who seek to stay well informed about the obstacles or concerns of a healthy retirement. Secondly, to help facilitate the transition of wealth to future generations in a tax efficient manner.
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Looking forward to making a significant impact to your financial awareness!
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About Us
3277 Fruitville Rd. Bldg. B
Sarasota, FL 34237
941-726-8216(mobile)
941-366-0013(office)
charles.bryant@lpl.com
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Lone Star Wealth Management and LPL Financial do not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, VA, GA, District of Columbia
http://www.finra.org
http://www.sipc.org