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Tax Planning

Making sure your retirement income isn’t consumed by taxes is something that should be considered when developing your financial strategy. Taking action early is a smart way to get ahead of the situation, and incorporating tax planning into all of your financial decisions is a great start.

We partner with qualified attorneys and tax professionals who can help ensure that your legal documents are in order and that you have a tax-efficient strategy for the preservation and distribution of your retirement assets.

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

Star Financial is not permitted to offer tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.


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.