Why Work with Lodestar?
The Power of Simplicity
Taxes, investing, and life are complicated enough. Complex financial solutions often create the illusion of value but don’t serve your best interests. A real pro takes the complex and makes it simple.
Customized & Comprehensive
My advice is as unique as you. The planning process starts where you are in life. It focuses on what matters to you. No model portfolios. No financial plans filled with boilerplate language.
Fiduciary from day one. A flat preset price that is all inclusive. No commissions. No fees based on your investments. No hidden shareholders sitting at the table. No “production” goals set by a branch manager.
To create enduring value for clients by delivering a process and supportive environment for making complex personal and financial decisions over the course of a lifetime.