Wealth Accumulation and Preservation Strategies
Wealth Accumulation and Preservation
- Private Managed Accounts
- Mutual Funds
- Hedge Funds
- Stocks
- Bonds (Treasuries, Agencies, Corporate and Municipal)
- Annuities (Variable and Fixed)
- Long -Term Care Insurance
- Section 529 College Funding Plans
- IRA, Roth IRAs Individual, spousal, rollover and InheritedIRAs, 401(k), Keogh, 457, 403(b) Plans
- Pension, Profit-Sharing and Deferred Compensation Plans
- Life Insurance (Variable, Universal and Term)
- Disability insurance
- Certificates of Deposit
- Money Market Accounts
- Limited Partnerships
In association with your tax and legal professionals, STARCARE also offers:
- Wills and Trusts: Planning and Analysis
- Income Tax: Planning and Analysis
- Tax and Probate Reduction Strategies
- Irrevocable Trusts: Irrevocable Life Insurance Trusts (ILIT)
- Charitable Planning
Securities and advisory services offered through LPL Financial, a
Registered Investment Advisor, Member FINRA / SIPC
The LPL registered representatives of STARCARE Associates may only discuss securities or transact business with persons who are residents of Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Massachusetts, Michigan, Minnesota, Mississippi, Montana , North Carolina, Nebraska, New Jersey, Nevada, New York, Ohio, Oregon, South Dakota, Texas, Virginia, Washington, Wisconsin & Wyoming.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.