LONESTAR

LoneStar Financial Services helps our clients tackle the challenges of their unique financial planning needs. We also serve as our clients' financial strategy facilitator, navigating and completing the various steps required for each need... We specialize in closely held businesses, providing critical planning services for the specialized needs of business owners. Business planning can involve many processes and strategies and we are here every step of the way to protect your business and livelihood... Some financial planning needs go beyond a 401(k) rollover, product solution, or portfolio management. Our experience in advanced planning includes charitable planning, wealth transfer, estate planning, and asset positioning to leave your beneficiaries a legacy.

Primary location: Plano United States