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