Before we ever make a recommendation to a client, we have an initial meeting that we call our “Get to Know Each Other Meeting”. At the meeting we usually begin by informing you of our qualifications, licenses, and experience, and how we normally work with our clients, striving to enhance the quality of life and provide financial confidence throughout retirement. If you feel that is what you are looking for, we then focus on your current financial situation, your hopes and dreams and goals, and the type of lifestyle you aspire to in retirement. We also address your concerns and fears and what is most important to you. Basically we spend most of the meeting listening to you.

Very often clients will tell us that no one has ever taken the time to get to know them or ask these types of questions before. Not infrequently, they have to pause and reflect before they answer as they have never really verbalized before how they plan to spend their retirement years. Just last week we had a couple in for the first time and they had completely opposite ideas of what they wanted to do. They had never really discussed it together. So, we see all kinds of interesting things at these meetings.

Near the end of the meeting we are making a mental list of the areas where we can likely create the most value for you, usually tax-reduction strategies, wealth accumulation and preservation strategies, estate planning, etc., and we discuss these areas briefly. Our aim is to provide direction and meaning to your financial dreams. Then, if we are both comfortable, we agree to schedule a second meeting to discuss how we’ll proceed.

• Financial Planning
• Retirement Planning
• Tax Reduction Strategies
• IRA Planning and Management
• Asset Management
• Investment Strategies
• Risk Prevention Strategies
• Wealth Accumulation and Preservation Strategies
• Estate Planning
• Tax-Efficient Income Planning
• Legacy Planning

These are just a few of the areas where Gold Star Financial Group can bring you value. We take the time to listen, and get to know you, setting the foundation for helping you toward turning your financial dreams into your future reality.