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Meet with Us
At FleetStar Financial, we offer a wide range of financial planning and wealth management services. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.
We focus on money management, as well as other issues that are critical to your financial well-being. We’ll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what. We have only one focus: you. We’ll work with you to provide personalized support every step of the way.
Schedule a Meeting
Share a few details and we’ll reach out to find a time that works for you.
What we’ll review in this call
This first conversation is about understanding where you are today and what you want your retirement to look like. Depending on your situation, we may cover:
Your goals and timeline. When you’d like to retire, or how retirement is going so far, and what matters most to you in the years ahead.
Your retirement income picture. Where your income may come from — employer plans, Social Security, savings, and investment accounts — and how those sources fit together.
Your current investments. How your portfolio is positioned relative to your comfort with risk and your time horizon.
Taxes. How taxes may affect your savings, withdrawals, and income in retirement.
Health care and insurance. Coverage you have in place and potential future health care and long-term care costs.
Your estate plan. Whether your wishes and beneficiaries are documented the way you intend.
Your questions. Anything that’s been on your mind — from a decision you’re facing to a concern about outliving your money.
Next steps. Whether working together makes sense, and what that process would look like.
Luke G. Meekins, MBA
Luke is President of FleetStar Financial, LLC and an Investment Advisor Representative with FleetStar Advisors, LLC. He has spent his career helping Boston-area families think through retirement, and he works with each client personally to build a plan around their goals.
How we help
These are the areas where FleetStar Financial works with individuals and families every day.
Retirement Income Planning
How will you create reliable income in retirement? For many individuals and families, retirement income may come from a combination of employer retirement plans, Social Security benefits, personal savings, and investment accounts. Once you have a clearer picture of how much income you may need, the next step is to evaluate each potential income source and develop a coordinated retirement income strategy designed to support your lifestyle over time.
Wealth Management
Building an investment portfolio involves creating a strategy that reflects your comfort with risk, your time horizon, and the goals you are working toward. With appropriate guidance and a disciplined approach, investors may be better positioned to navigate market ups and downs and avoid common mistakes that can disrupt long-term progress.
Tax Planning Strategies
Managing taxes is an important part of building and preserving long-term wealth. Proactive tax planning can help improve investment efficiency and support better coordination between retirement savings, investments, and income strategies. With regular reviews, it may be possible to better prepare for how taxes affect your overall financial plan.
Health Care and Insurance
Insurance plays an important role in protecting the people and assets you have worked hard to build. A well-designed insurance plan can help provide financial support for your family if unexpected events occur, such as illness, disability, or the loss of income. Depending on your needs, this may include life insurance, health coverage, long-term care or chronic illness protection, and strategies designed to help safeguard your financial resources.
Estate Planning
A well-structured estate plan can help ensure your financial affairs are handled according to your preferences during your lifetime and that your assets are transferred to your family or chosen beneficiaries in an organized and efficient manner. It can also outline your healthcare decisions and provide guidance if you are ever unable to communicate those wishes yourself.
Let’s Get Started
Chart your retirement course today with FleetStar Financial!
Questions? Call us
(617) 236-1700