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.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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