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
http://www.finra.org
http://www.sipc.org