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)
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 |
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