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Estate Planning

We can refer you to professionals to help meet your individual needs.

Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.


To schedule a time to discuss your financial future, contact us at customerservice@starfinancialwealth.com or call us at 330.345.5207 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your insurance professional and Registered Investment Advisor/Registered Representative is not permitted to offer, and no statement contained herein shall constitute, tax, legal or investment advice. You should consult with a legal or tax professional on any such matters.

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Phone: 330.345.5207
Toll Free: 866.681.4769
Fax: 330.345.1242
customerservice@starfinancialwealth.com

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5022 Canaan Center Rd.
Wooster, OH 44691
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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.