How we work
At the Starner Group, we know that choosing a financial advisor is challenging. That’s why we share our philosophies and processes from the very first day we meet you ... and why we always present you with our fees prior to providing service. After all, we know that giving you all the information you need to make a confident decision is essential to building a strong working relationship that will last for decades.
Once you become a client, our goal is to be your trusted advisor for all 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 e-mail away.
As part of our ongoing service, we are committed to providing you with in-depth annual reviews that assess and track your progress toward the financial goals you have established. In addition, we’re always available to provide you with the information you need to make well-informed financial decisions.
Where we can add value by partnering with other financial professionals, such as estate lawyers and accountants, we will work closely with the individuals you designate – or, if needed, help you find the right professionals for your needs.
Finally, we realize it isn’t always easy to remain committed to your financial plans, particularly in difficult markets. But just as we will rebalance your portfolio to ensure it remains aligned with your goals, we will assist you in keeping your long-term objectives in focus.
The process of rebalancing may result in tax consequences.