CapStar Financial

Financial ServicesTexas, United States2-10 Employees

Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.  Through a careful, entirely personalized, financial analysis called "The Redline Report", we can clearly define your current situation, provide you with alternatives, and educate you as to what can be done to avoid problems that stem from tax exposure and excessive risk.
Capstar Financial’s mission is to give you the very best in financial planning by merging your retirement goals of growth, safety and protection from risk I today’s complicated world of investing.  Our primary focus is to protect your life savings from unnecessary market volatility, taxes and fees and to preserve your account values to last throughout retirement. 
Wealth Transfer Expertise.
At Capstar Financial, we work with experts to structure a legacy for your loved ones that works to ensure your estate is cost effectively transferred to your intended heirs.   We are focused on your wishes and work to protect your assets from going to Uncle Sam and other unintended beneficiaries. 
Tax and Market Risk Mitigation.
Capstar Financial helps clients guard against unnecessary tax and risk exposure.  Often, assets earmarked for retirement are unknowingly exposed to unnecessary market risks, fees and taxes causing the premature depletion of one’s account value.  We can help protect you from these potential risks through asset protection strategies.  We can also help you reduce taxes on monies not yet needed for retirement through allocation to tax deferred or tax favorable account types.

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