At Starre Financial, we take a holistic approach to investment management. We recognize that certain turning points in your life like the sale of a business, financing your children's education, or retirement, require careful financial planning. We'll work with you to achieve your financial ambitions and maintain your lifestyle during retirement while carefully preserving wealth for the next generation.
The aim of our investment management services is to take proactive steps that will align your finances to meet your personal objectives. To accomplish this, we'll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals. Then we'll use our unique strategies to grow your wealth throughout your life and transfer wealth to your beneficiaries with minimal tax implications.
Investment advice is offered through Starre Financial LLC, a Registered Investment Advisor in the state of Ohio.