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Services

At Starlifter Wealth Management, we work with households and entrepreneurs to pursue their financial goals. Our approach centers on client education and personalized advice. We strive to stay on top of an ever-evolving market for our clients, with the objective of providing clarity to their financial lives.  Our services include:

    • Investments
    • Customized Financial Plan
    • Multi-generational Planning
    • Insurance solutions: Long Term Care, Life, and Disability
    • Company Retirement strategies for small business owners
    • Asset Management of Trust, Foundation, and Captive Insurance accounts

How We Work

The Starlifter Wealth Management team develops strategies to build and protect your assets; customizes portfolios to match your unique goals; and ensures you're prepared for life’s unknowns as they arise.

PLANNING

PLANNING

Financial Planning

Retirement Planning

Business Exit Planning

Social Security Strategies

INVESTMENTS

INVESTMENTS

Roth IRA

Traditional IRA

401k and Solo K

SEP and SIMPLE IRA

Deferred Compensation

Defined Benefit (pension)

College Funding Strategies

Annuities

Fee-based portfolios

ETFs and Mutual Funds

Values-Driven investment strategies

ESG and Faith-based portfolios

INSURANCE

INSURANCE

Term Life

Whole Life

Universal Life

Variable Universal Life (VUL)

Disability

Long Term Care (LTC)

Life Insurance with LTC

Annuity with LTC

Group Life and Disability for companies

Key Person Life and Disability

Overhead Expense for companies


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

scott@starlifterwealth.com   |  208.841.5678