We Take A Holistic Approach To Our Services

Star Seven Financial Services uses a holistic financial planning method. It is a comprehensive approach to financial planning that considers all aspects of a person’s financial life, including income, expenses, insurance, and retirement. As holistic financial planners, we will work with you to understand your goals and objectives, and then develop a plan to help you achieve them.

An umbrella and bag of money icon for Asset Protection service.
Safeguarding your wealth from potential risks and threats is important step in protecting your assets.
Dollar bill with arrow icon for Wealth Preservation and Tranfer service.
Involves strategies and techniques that aim to protect one’s assets and investments from various risks.
Person holding Umbrella with a shield icon for Life Insurance With Living Benefits service.
A beneficial financial tool providing individuals and their families with added security and peace of mind.
Solid black house with dollar sign icon for Real Estate Investment and Mortgage service.
Real estate investment and mortgage go hand in hand as the majority of real estate investments require financing through a mortgage.
Two sheets of paper with dollar sign on one icon for Investing and portfolio management service.
With investing and portfolio management, this are two essential components of achieving long-term financial goals.
Check and Health cross Icon for Health Insurance -Individual and Group service.
Health insurance is a form of coverage that provides individuals with financial protection against the costs of medical care.
Global Link Globe icon.
Brokerage Products and Services offered through Globalink Securities, Inc. – Member FINRA,SIPC and MSRB.
Investment and Insurance Products are:
Two business people with computer icon for Corporate Employee Benefit service.
Benefits are a set of non-wage compensation provided by an employer to their employees as a part of their overall compensation package.
Stick man with cane with bag of money icon for Retirement Planning.
Retirement planning is the process of determining financial goals and creating a plan to achieve those goals for retirement.
Person in wheel chair and person standing with cane icon for Long Term Care service.
Coming along side to help you plan for long-term care is essential to avoid financial hardship and ensure access to quality care.
Graduation cap with dollar sign icon for College Funding service.
College funding can be a significant financial burden for families. Star Seven Financial we help you plan for college funding.

Your financial future is important.

Don’t leave it to chance. We’ll help you strategize your financial portfolio, set-up a college fund, plan your retirement. We can help navigate the complex world of finance with confidence. Don’t wait any longer to secure your financial future. Contact us today!