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About Starfire Financial Group

Our goal is to provide outstanding wealth management advice to our clients to enable them to get what is important to them and have peace of mind. To us, wealth management goes beyond just advising wealthy clients about their investment portfolios alone. We define wealth management as (INVESTMENT MANAGEMENT ) + (ADVANCE PLANNING) + (RELATIONSHIP MANAGEMENT). Investment Management: Over 30 years’ experience advising affluent families on their investment portfolios. This includes portfolio management as well as advice only, when required. We develop personalized investment strategies designed to protect the wealth of our clients and create long-term sustainability. Advance Planning Includes: Financial Planning: Our proprietary discovery process determines what is important to our clients. We implement strategies that minimize taxes and maximize cash flow to fund both pre-retirement and post-retirement requirements. Asset Protection Strategies: Using a proprietary discovery process, our team of experts finds the best strategies to protect our clients’ assets and lifestyles. One of the key concerns affluent families have is ensuring their assets are transferred efficiently from generation to generation. We also work with business owners to help with an orderly succession or sale of their businesses. Many of our clients follow our advice to maximize the impact of their charitable gifts. Our team of experts uses a dynamic planning process that takes into account changes in our clients’ lives and makes adjustments to their estate plan. Relationship Management: We have access to a wide range of professional advisors who can coordinate with our clients' to help develop custom solutions designed to help our clients reach their financial and lifestyle goals and dreams.

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