Question 1

What services does the company offer?

Accepted Answer

The company helps create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do. They offer services such as financial planning, estate planning, tax planning, and educational workshops.

Question 2

What kind of events does the company host?

Accepted Answer

The company hosts a variety of events, including virtual Camp Capstar, which combines the financial aspects of retirement with the lifestyle of retirement, Retirement Elevated workshops covering topics impacting retirement, and one-on-one consultations to help educate clients and assist them in achieving their retirement goals.

Question 3

How can I get started with the company?

Accepted Answer

Clients can schedule a one-on-one consultation with the company to learn more about their services and how they can help. The company also offers a "Capstar Redline Report" that provides a vision for what the client wants to achieve financially.

Question 4

What is the company's approach to helping clients?

Accepted Answer

The company's goal is to help clients navigate the increasingly complicated economic and tax environments so they can make more informed decisions and create the financial future they and their family deserve. The company takes a holistic approach to financial planning and education to help clients achieve their retirement goals.

Capstar Financial Services, LLC

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About Capstar Financial Services, LLC

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Frequently Asked Questions about Capstar Financial Services, LLC

What services does the company offer?

What kind of events does the company host?

How can I get started with the company?

What is the company's approach to helping clients?

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