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STAR Financial Solutions

  •  Tel: 941-357-1390
  •  Fax: 941-803-1697
  •  Email: esther@starfinancialsolutions.com
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STAR Financial Solutions

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About STAR Financial Solutions

STAR Financial Solutions is about more than growing assets.  It’s about quality of life, richness of experience, setting goals and planning your dreams.  It is our objective to positively influence the financial future of our clients, to assist in establishing and designing an appropriate financial strategies that is in alignment with their goals.  We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and their family.

We enjoy working with all individuals and families, with an emphasis on women who might not have much experience with investing. We help build retirement assets and then utilize a financial strategy so that retirement income goals will match your dreams.  We work with our clients, their attorneys and accountants for tax planning, trust and estate planning, and building a legacy for future generations.  This partnership proves very helpful during the stress of tax season, planning of distribution of current and future assets, especially in times of life adjustments such as marriage, divorce and the passing of a loved one.

At STAR Financial Solutions, we provide unbiased and independent advice, disciplined investment management and a commitment to exceptional service.  We strive to build client relationships for a lifetime. Often times, our clients become our friends and our friends become our clients.

STAR Financial Solutions is a financial firm that can be defined as your holistic financial planner, wealth manager and advisor.  We see the entire picture and provide guidance and perspective in the areas of cash-flow planning, estate planning, funding strategies, retirement planning, asset management, investments, life insurance options, long-term care and more.

We look forward to working with you. 

Contact us for a complimentary, no obligation portfolio review

About

  • Our Team
  • Our Philosophy
  • Our Process
  • Our Commitment to You

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5899 Whitfield Avenue
Suite 201
Sarasota, FL 34243
  •  Tel: 941-357-1390
  •  Fax: 941-803-1697
  •  esther@starfinancialsolutions.com

Securities offered through International Assets Advisory, LLC. Member FINRA/SIPC. Advisory Services offered through International Assets Investment Management, LLC. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Registered to sell securities in the states of AR, CA, CO, CT, FL, GA, IL, MI, NM, NY, PA, VA, TX, SC and licensed to sell insurance in the states of FL, NY, CT. This is not an offer or solicitation in any other state. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions.  Past performance does not guarantee future results.

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