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Everything You Need to help pursue Financial Goals

South Star Wealth Management » Services

Our Services

Retirement Planning

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, social security, personal savings, and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves looking at your potential retirement-income sources.

Investment Strategies

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. Some principles and strategies may enable you to create an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and techniques can help you avoid some of the pitfalls that snare some investors.

Individual Wealth Management

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at balancing work and leisure, making intelligent choices for the future, and many other items to help an individual enjoy the journey.

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance