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Products & Services

At Five Star Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies 
  • Retirement investing and distribution strategies 
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early? 
  • Are my investments working hard enough? 
  • What’s a good approach for college savings? 
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


We provide assistance in the following areas:

Investments 

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

Financial Services

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

Insurance

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