Starks Financial Group - Services

Providing a wide range of services to complement the full life you lead.

The financial planning and investment management services we provide are designed to encompass all aspects of your financial life and help you achieve the goals and objectives you have for today and during the many years of your retirement.

Financial Planning

There's more to financial planning than just a portfolio and a retirement strategy. You have many things to plan for today and in the future, so we look at financial planning through a wide lens and develop strategies designed to pursue your goals for the near and long term.

Our comprehensive financial planning services include:

  • Net-worth analysis
  • Cash flow planning
  • Strategic asset allocation
  • Retirement planning
  • Traditional IRAs
  • Roth IRAs
  • Qualified retirement plans
  • Company retirement plan rollovers
  • Education planning
  • Education savings accounts
  • 529 college savings plans
  • Custodial accounts
  • Trust and estate planning
  • Insurance and annuities
  • Liquidity and cash flow strategies
  • Tax planning and liability management

Investment Management

Once we have created a financial plan that meets with your approval, we develop an investment plan compatible with your goals, time line, and risk tolerance.

As an independent firm, we are not obligated to promote or sell any proprietary investments, but rather have complete freedom to tailor your investment plan based solely on your best interests.