Investment Services
  • ​Independent investment/insurance consultation
  • Comprehensive due diligence of complex and challenging circumstances surrounding the stability of your financial foundation (i.e. divorce, loss of loved one, severed business relationships)
  • On demand meetings to keep you abreast of changes to your financial plan/outlook
  • Online access to accounts and statements
  • Online trading access
  • Simplified online statements to reduce paperwork in your mailbox
Retirement Income and Distribution Planning
  • ​Comprehensive tax return review in an effort to maximize tax reduction strategies
  • Communication with your certified tax professional to address strategies are compliant with current tax laws 
  • Offer a wide array of tax advantaged investments in an effort to help lower tax liability 
Legacy/Estate Planning
  • ​Step by step assistance in the lost of loved ones seeking to minimize probate costs
  • Periodic review of beneficiary designations and titling of key assets
  • Review or Implementation of long term care strategy
  • Free generational financial literacy training (kids, grandchildren should understand how to manage and value money properly) 
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​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