ENJOY TODAY WHILE planning for the future
Where It Begins
At The Starner Group, our primary goal is to make a positive, enduring difference in the lives of our clients.
Over the past four decades, we’ve developed a way to do just that. We live by a simple rule – we only work with clients if we can make a difference in their lives. We focus on our clients’ total satisfaction.
Planning is a process. Everyday guidance to implement your financial plan is the life of the plan. We look not only at the services we provide and the performance of the portfolios we construct, but at the lives they enable our clients to lead.
Just as we are committed to dedicating substantial time, thought, and energy to each of our clients, we ask our clients to make a commitment to working with us to help optimize their results. Ongoing advice is the power of planning.
Should you partner with us, we think you’ll find that those results are well worth the effort. Living your plan makes all the difference.
Get to know Our Team
Financial planning is not a one-time event. Rather, it is an ongoing process, reflecting the evolution of your goals, family, financial affairs ... and your life. We’ll not only follow your investments, but monitor all aspects of your plan to ensure that it grows with you over the years.
Our goal is to be your trusted advisor for all of your financial decisions. As such, you will have unlimited access to our financial expertise and concierge-level services – we are always just a phone call or an e-mail away.
Here’s where you’ll find Margaret Starner’s thoughts and insights on developments that shape your community, your world – and your portfolio.
In the Chinese art of Feng Shui, the red door brings luck and positive energy to those who live behind it.