All photography provided by Jared Chambers
Our background as former auditors and CPA's has shaped our approach to retirement plan delivery and consulting.
services
We do not sell products, but instead offer strategies for designing, implementing and monitoring your retirement plan. We engineer the moving parts of the plan on your behalf. In addition to finding appropriate service providers to fill the custodian and record keeping roles, we work with you to educate participants, design the plan, implement an investment policy statement and then select and monitor the investments.
“Banana or Chocolate? Recent studies in behavioral finance have shown this to be an interesting question. Three weeks out, most of us will make the prudent decision to request a healthy snack at our upcoming meeting. On the day of our meeting, most of us go for the chocolate!”
Starr-Mathews Financial, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.