OUR APPROACH
LoneStar Financial Services helps our clients tackle the challenges of their unique financial planning needs. We also serve as our clients’ financial strategy facilitator, navigating and completing the various steps required for each need. To provide our clients these premier planning services, LoneStar FS connects our clients to a network of professionals representing various fields of expertise relevant to their specific needs.
Our network of professionals includes: Estate and Tax Attorney, Personal and Small Business focused CPAs, Senior Bank Officers, Small Business Valuation Analysts, Business Broker, Insurance Agents, and Financial Advisors.
Identifying and coordinating a plan with these various fields of expertise is a daunting and time-consuming task. As your personal Facilitator, we take the reigns and direct the team on your behalf to assure a cohesive effort.
Retirement Income Planning
Retirement planning can be thought as a broad collection of strategies and solutions, all with the aim of securing a sustainable source of income during retirement.
Legacy Planning Solutions
Leaving a legacy for your loved ones could be one of the best decisions you make. Let us help you guide you through this process.
Annuities
For many individuals, annuities can be a great resource for income during retirement. There are two general categories of annuities: immediate and deferred.
Life Insurance
Although the chief purpose of life insurance is a death benefit, life insurance products have grown to include a multitude of extra features, like cash value accumulation and living benefits.
Estate Planning
Estate planning is a vital part of financial and retirement planning, since it describes what happens in the event of your death.
Closely Held Businesses
Business protection is the set of actions and solutions designed to safeguard your organization from a variety of potentially damaging scenarios.