© 2019 Strategic Tax & Retirement.  

Securities offered by Peak Brokerage, Member FINRA/SIPC. Advisory services offered by Star Capital Inc., a Registered Investment Advisor. Strategic Tax and Retirement and Star Capital are not affiliated with Peak Brokerage Services. Securities can only be offered in the following states: Arizona, Florida, Iowa, Minnesota, Nebraska, North Carolina, and Wisconsin. The information being provided is strictly as a courtesy.

PROFESSIONAL MANAGEMENT, PERSONAL TOUCH

Investment management and portfolio construction are vital components to any retirement plan. As a result of necessity and requisite for efficiency, Star Capital Inc., (the Registered Investment Advisory sister company of Strategic Tax & Retirement) was originated. Star Capital and its professional team of money manager’s primary focus strives to provide our planners with investment strategies covering the broad spectrum of retirement planning investment needs. Ranging from custom developed stock portfolios for capital appreciation to providing more stable allocations to generate income, Star Capital is relied upon to provide the tools needed to satisfy a multitude of financial objectives. 

With Strategic Tax & Retirement working hand-in-hand with Star Capital, our clients can enjoy a distinct difference from our competitors by offering direct access to our team of portfolio managers, available to answer questions and provide guidance. Held to the same fiduciary standard as our financial planners, at Star Capital you can expect transparent, independent, and objective solutions designed with your interests first.

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