Retirement Planning
Guidance for business owners and professionals approaching retirement.
Star Group Wealth Management
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About Star Group Wealth Management
The practice provides customized financial strategies, investment guidance, and retirement planning for business owners and professionals approaching or in retirement. Clients can receive a holistic financial plan shaped around their goals, wealth growth and protection, and desired retirement lifestyle. The advisor monitors investments and provides recommendations, drawing on stocks, bonds, mutual funds, ETFs, closed-end funds, unit investment trusts, REITs, insurance, and annuities. Retirement planning is a specialty, including guidance for moving from work into retirement. Star Group Wealth Management is based in Houston. Its founder, Leslea Stock-Lopez, is a Chartered Retirement Planning Counselor and holds securities and insurance licenses.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment Strategies
Customized strategies using a range of investment types.
Portfolio Monitoring
Investment monitoring and recommendations for clients.
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