Boston Retirement Planning
Welcome to FleetStar Financial
FleetStar Financial is an independent boutique financial services firm in Boston, MA helping individuals and families build and manage their wealth since 2004. We focus on retirement income planning, asset protection, and wealth management strategies, offering a full range of retirement and insurance products. We understand that retirees face many important decisions that can affect their long-term financial success. As the majority of our clients have similar concerns, we’ve fine-tuned our expertise in portfolio management, annuities, and life insurance. Our comprehensive strategies and disciplined execution put FleetStar Financial on the map. At FleetStar Financial, we have only one focus: you. We’ll work with you to provide personalized support every step of the way.
Join Our Fleet
Our Retirement Services
Each step of our FleetStar Financial process is designed to help you make informed decisions about your money with strategies specifically tailored to your goals. We take the time to thoroughly explore your needs and continuously monitor and adjust so that you feel confident in your financial future. We believe in thinking “out of the box,” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Retirement Income Planning
How will you fund your retirement? If you’re like most people, qualified-retirement plans, Social Security, personal savings, and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Learn More About Retirement Income Planning
Wealth Management
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Tax Planning Strategies
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Learn More About Our Tax Planning Strategies
Health Care and Insurance
Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. Strategies can include life insurance, health care, chronic illness coverage, and asset protection.
ESTATE PLANNING
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. Proper estate planning can facilitate efficient distribution of assets and tax minimization.
Retirement Resources
Download Our Complimentary Guide
2023 Tax Planing Guide
Map To Tax Planning Success
We believe it’s important that you look to employ tax diversification in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.
