Starr Investments and Benefits
Health & Medical Insurance CarriersFinancial PlanningFinancial Planning, Investments & ServicesFinancial Retirement ServicesFinancial Services/AdvisingMedicare
Starr is a family owned, Boutique Investment & Benefit Company which handles Investments & Benefits for a select group of individuals and businesses. Many of our business clients work with us on both their group retirement plans and group health benefits. We proudly serve Spokane, Liberty Lake WA and all surrounding counties.
We are not all things to all people. We serve a special clientele that values trust, loyalty and a hands on mentoring relationship that unfolds, while working together in our P4 Process.
Most of our clients, whether still working, retired or business owners; work(ed) hard for their money and take their investing serious, believe in the Golden Rule, are family oriented and are concerned about their future retirement income, assets, and desire guidance with a defined road map for success.
Starr Investments and Benefits offers personal financial svcs:
Individual Qualified Traditional IRA/Individual Qualified Roth IRA
Non-Qualified Investment Accounts
Mutual Fund Portfolios to match Goals and Objectives
Alternative Investment Options
Banking Services through our Platform
Tax Loss Harvesting solutions
Security Backed Line of Credit Solutions
Annuities for defined income layers
Asset MAP Planning - Financial Picture on 1 page
Social Security Analysis (Free)
Pro-Active Tax Planning Analysis through Holist plan
Life, Disability, & LTC products to meet specific needs
Business Services from 1 - 100 employees with group health benefits, 401k, IRA's, profit sharing & medicare planning