2125 N Loop 336 W, Suite 130
Conroe, TX 77304
936-756-9870 

 

Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust
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Welcome to a unique community – Starr Financial – an independent wealth management and financial services firm committed to helping you address your long-term financial success. Our customized programs are designed to grow, and conserve your wealth through delivery of an unprecedented level of personalized service. True wealth consists of all the things money can’t buy and death can’t take away.

To our valued clients, thank you for your business – we are truly grateful – and mostly, thank you for your friendship. We have been blessed knowing many of you since 1993.

To our prospective clients, we encourage you to explore our site and learn more about the services we provide and our philosophy of wealth management. Should you have any questions or would like more information on our firm, please feel free to e-mail us or call us at (936) 756-9870. We look forward to hearing from you to see if we might be a good fit for each other.

Helpful Content

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Interest Rates: How Low Can They Go?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

 

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Rightsizing for Retirement

What does your home really cost?

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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