2125 N Loop 336 W, Suite 130
Conroe, TX 77304


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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

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.


Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

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Saving for College

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Home Mortgage Deduction

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Making the most of surprises is a great reason to work with us.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Charitable Giving: Smart from the Heart

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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