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
Financial Planning
Retirement Planning
Business Exit Planning
Social Security Strategies
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
Term Life
Whole Life (WL)
Universal Life (UL)
Indexed Universal Life (IUL)
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