Hours:
Monday to Friday, 8:00 am to 5:00 pm.
Other times available by appointment only.
Driving Directions:
From the intersection of Eagle/State, go north into Eagle. Turn right on Plaza St and right on 2nd St. At the end of 2nd street, you'll park in the lot on the left in front of the Forum One building.
At Starlifter Wealth Management, we work with households and entrepreneurs to pursue their financial goals. Our approach centers on client education and personalized advice. We strive to stay on top of an ever-evolving market for our clients, with the objective of providing clarity to their financial lives. Our services include:
*Customized Financial Plan
*Investments
*Risk-mitigation through Long Term Care, Life, and Disability Income insurance solutions
*Multi-generational Planning
*Retirement strategies for small business owners
We create solutions for your unique situation. We start with your goals to develop a plan to align your cash management, insurance, and investment strategies. We specialize in:
*Comprehensive and Coordinated financial, business, tax, and estate planning
*Flexible products to allow for best- and worst-case contingencies