Financial Planning
We at Starks Financial Group realize that planning your retirement is not an event, but an ongoing process. This is why all of our relationships start with a unique financial plan that is flexible enough to grow and change with you, plans that are suited to your life and your values.
We keep up with changes in your life, as well as your goals and dreams. We are right by your side through the years, ready to review and revise your retirement plan when the need arises.
Personal solutions come from comprehensive planning and prudent strategies. We can help you answer the questions that matter to you and your financial life:
Will my money last during retirement?
Are my investments on par with my goals?
Do I have the best possible tax strategy?
What estate planning should I be doing?
Do I have too much, or too little insurance?
Making the transition as your retirement advisor, we can help you do all of these things – working in harmony with your other trusted advisors like your CPA and attorney. Our services are multifaceted, and delivered with a personal touch that is refreshing in today’s impersonal world.
Investment Management
The next step in working with us at Starks Financial Group is creating your investment strategy. This strategy is based upon the financial plan created in the initial stage of our relationship.
As an independently owned branch of Raymond James Financial Services, Starks Financial Group is not tied to any particular investment company and can offer:
- Taxable accounts
- Traditional and Roth IRAs
- Fixed or Variable Annuities
- Wide range of mutual funds
- Socially responsible investments
- Assistance with retirement plan rollovers
Your accounts are managed in a fee-based platform, with a commission based arrangement available for special situations. All of us at Starks Financial Group are salaried employees and always make investment decisions with your best interests in mind.
Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as a fee schedule, is available in the Starks Financial Group’s Form ADV, Part II as well as the client agreement.
