FIVE STAR FINANCIAL RESOURCES

"FIVE STAR STRATEGIES FOR FIVE STAR CLIENTS"

Five Star Financial Resources is a team of Financial Professionals in the business of helping people accomplish their financial goals and objectives. Whether you want to fund a child or grandchild's education, address risk protection issues, or would like the assurance of knowing you are on track to retire, we can help.
Each member of our team focuses on their distinct strengths and abilities, enhancing the effectiveness of the team as a whole. This approach is unique to an industry overloaded with individuals trying to be all things to all people. You need a team to address your financial concerns and we can help.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

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