Services

How We Work

Established in 2004, FleetStar Financial is an independent full-service boutique financial services firm that helps individuals and families build and manage their wealth. Specifically, we focus on retirement income planning, asset protection and wealth transfer strategies. We offer a full range of retirement and insurance products and services including portfolio management, annuities, and life insurance.

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.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Luke@fleetstar.com | 617-236-1700