About Private Client

Managing your wealth with your best interests in mind.

You’ve attained the status of a Private Client. You’ve found success in your life and your career. Like most people, your plate is probably overflowing with demands on your time. Too often, investing takes a backseat, but that can be a big mistake. After all, your family’s future financial security is at stake. If you are serious about achieving your most important financial goals, we’re ready to help.

Our experienced team at All Star Financial believes you can benefit by hiring knowledgeable professionals who will take the time to understand your needs and investment temperament to help you achieve your goals. We want to know what is your true sleep comfort level!

What is truly objective advice?

Our business is built on trust. You trust us to be passionate about your best interests. To accomplish that, we pride ourselves on maintaining a completely unbiased approach to investment management. We were one of the first firms to use a “no commission, fee-only” approach back in 1990. Investment companies don’t pay us—we’re paid by you. Our first and only loyalty is to your success. By remaining independent of other influences in the investment marketplace, you are assured of receiving truly objective advice about how to get the most from your investments. The end result will present a solution that is tailored to your uniqueness, steering you clear of the bundled-product response and mass-market offerings that earn people commissions.

By teaming with your community bank, we are devoted to using face-to-face, teleconferencing and digital communications, whenever possible, to keep all parties connected. A wealth manager is available daily to provide assistance and support, making the transition of your life investment easier.

 

STAYING IN TOUCH

Prompt and easy access to senior Private Client Wealth Management experts through onsite meetings, educational seminars and digital conferencing.

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COMMUNITY CONNECTIONS

All Star Financial and banks form and build together a Private Client community, with giving back to the community being the top priority.

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