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STAR Financial Solutions

  •  Tel: 941-357-1390
  •  Fax: 941-803-1697
  •  Email: esther@starfinancialsolutions.com
  • "Planning and investing
    for all that life brings"
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STAR Financial Solutions

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  3. Financial Planning

Financial Planning

  • Will my assets last in retirement?
  • Do I have “enough” to live the life I want?
  • When should I start taking Social Security?
  • How much should I expect healthcare to cost?
  • Can I leave a legacy for my children and grandchildren?

These are some of the questions most of us ask ourselves and keep some of us awake at night.  We are here to answer these questions and more with a comprehensive Financial Plan, which takes into consideration: current assets; future/inheritance assets; growth of investments; Social Security; Medicare and other healthcare costs; insurance costs and benefits; income needs; inflation; and so much more.

We will work with you to provide you with a financial plan that will change whenever life changes.  Income needs change, expenses change, life changes and we can reevaluate your plan accordingly.  Always know where you stand and how you are situated to be financially comfortable now and in your future.

Our Services

  • Women and Investing
  • Wealth Management
  • Asset Allocation
  • Financial Planning
  • Life Changing Events
  • Retirement Planning
  • Managing Your Finances
  • Charitable Giving

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2970 University Parkway
Suite 200
Sarasota, FL 34243
  •  Tel: 941-357-1390
  •  Fax: 941-803-1697
  •  esther@starfinancialsolutions.com

Important Disclosures

 

Form CRS          The Investment Center, Inc.

 

All securities offered through The Investment Center, Inc. Bedminster,NJ- Member FINRA/SIPC. Advisory Services provided through IC Advisory Services, Inc.-An SEC Registered Investment Advisor. Esther Kuznetz, Peter Borho and Cheryl Fainelli are registered representatives of The Investment Center, Inc. STAR Financial Solutions is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.

Esther Kuznetz is Registered to sell securities in the following states: FL, GA, IN, MI, NJ, NM, NY, OH, PA, SC
Esther Kuznetz is Registered with IC Advisory Services in the following states: CO, FL, GA, KY, ME, MA, NJ, NY, NC, OH, PA, SC, TX

Peter Borho is Registered to sell securities in the following states: FL, CA, CO, CT, KY, MI, MO, NH, NY, OH, TN
Peter Borho is Registered with IC Advisory Services in the following states: CO, FL, IL, MO, NY

Cheryl Fainelli is Registered to sell securities and is Registered with IC Advisory Services in FL

 

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