All Star Financial

We are devoted to the success and well being of each and every one of our clients. You can trust that the All Star professionals who work with you will make every effort to understand your personal circumstances and be able to apply recommendations that speak to your own needs and goals. When you work with us, you will experience our Five Star Proc... ess to help determine a personalized solution for your needs: Identifying objectives and risk tolerance: Our in-depth Confidential Fact Finder and specially designed Risk Tolerance Questionnaire will help you tell us more about your needs and your characteristics as an investor. From that, we can recommend an asset allocation model suitable for your goals. Then you and All Star Financial both sign an Investment Policy Statement tailored to achieve your goals. Analysis and Allocation: We apply an asset allocation strategy for you (see "Our Approach to Asset Allocation" below) using stocks, bonds, mutual funds and exchange-traded funds that have been through our rigorous research process. The goal is to deliver a portfolio that provides the lowest degree of risk for any given expected return. Implementation: We open an account in your name at either Fidelity or Charles Schwab and execute instant buy and sell decisions on your behalf, saving time and paperwork. We can also help you liquidate or transfer existing accounts. Monitoring: Because the world moves quickly, we're committed to monitoring your individual investments and portfolio on a daily basis. We'll make tactical changes when they are appropriate (see "Our Approach to Asset Allocation" below). Reporting: You receive trade confirmations, have daily online access to your account and receive monthly and quarterly statements that outline your progress. We also make a point of reviewing your situation with you frequently to determine if any adjustments are needed.Read More