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Wealth Management

Focused On You | Planning Through the 8 Wealth Management Issues®

When it comes to financial advice, you need wisdom and guidance from a trusted advocate. An advocate focused on your needs first, with unbiased advice to help address your greatest financial needs—now and in the future.

We have found that there are 8 Wealth Management Issues® that are most important to our clients and their families. Each of these issues is interrelated. Working with a trusted Financial Advisor, like Five Star Partners, who is knowledgeable about your complete financial picture can help ensure you are best positioned to flourish and achieve your financial goals. 

We will help you build a financial plan around your needs following the 8 Wealth Management Issues® framework: 

1. Investment Management*
2. Cash Flow & Debt Management
3. Family Risk Management (Insurance)
4. Retirement Planning 
5. Education Planning
6. Legacy & Estate Planning
7. Business Planning
8. Special Situations

When you are ready to schedule a meeting or have any questions, please fill out the form below and we will get back to you within one business day. 

*These services are offered by Five Star Partners through affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.

Securities offered through Avantax Investment ServicesSM, Member FINRASIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

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