Starmont believes that a healthy investment portfolio can allow you to lead the life you want to lead. As your life and the lives of your loved ones change throughout the years, we are ready to meet the financial issues and challenges that can result from those changes. Our advisory solutions include:

• – An understanding of your personal balance sheet and cash flow needs
• – Help in managing income, capital gains, gift and estate tax impacts
• – Advice on buying real estate, type of mortgage or refinancing
• – Advice on funding college costs for family members
• – Analysis on the funding of your retirement, including an analysis of your pension, retirement, and/or government benefits and creation of retirement cash flow analysis
• – Inheritance and/or wealth transfer planning—yours and/or elderly relatives
• – Planning on behalf of family members
• – Coordination with your other professionals, such as CPAs and attorneys