Our Clients - Certified Financial Planner Conroe TX | Starr Financial
About Starr Financial | Clients Who Benefit Most from Our Services | 15 Benefits Clients Enjoy
At Starr Financial, we serve successful individuals, families and businesses that expect excellence and have made a firm commitment to achieving it in their own endeavors.
Our clients:
- Focus on their lives or their business, leaving little time for wealth management
- Understand the importance of a comprehensive wealth management strategy
- Are often quite capable of doing much of their own financial management but respect that professional management leaves time to pursue their own passions in life
- Prefer to work with a professional advisor who acts as their personal advocate in all aspects of their financial lives.
- Understand that managing their own money is as simple as cutting your own hair, but best left to a professional that has the training, experience, and (most importantly) a different perspective
- Share in the realization that by coordinating and managing today's financial decisions they can better pursue their goals for tomorrow
- In general, enjoy the confidence that comes from knowing that they are working with one of the top wealth management firms in the country
- Require their financial advisors offer access to objective research and non-proprietary financial programs
- Primarily have investment assets in excess of $250,000
The people who typically benefit most from our services:
- Successful in their lives
- Have achieved a comfortable level of financial security
- Focus on quality of life
- Enjoy giving back to their community
- Friendly, reasonable, open minded
- Interested in Children's and Grandchildren's Life Issues
- Focused on Family Wealth Planning and Preservation issues
- Respected in their careers and in the community
- Family oriented
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