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Blog

Kirby Brown | Jan 7, 2020

Do Your Donor Due Diligence

Finance
Savings

If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out

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Kirby Brown | Oct 8, 2019

How to Create a Financial Plan

Finance

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you

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Kirby Brown | Oct 8, 2019

How to Protect Your Personal Data Online

Privacy
Technology

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular

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Kirby Brown | Oct 8, 2019

Why Diversifying Your Portfolio is Important

Investments

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also

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Our Goal is to Empower our clients to go into retirement with the Power of Choice & Confidence. We are committed to our discovery process, where together, we will help identify unnecessary risk and help lead you down your Personalized Path to Retirment. We intentionally: Listen, Learn and then Lead. Schedule your True Path Discovery process with Kirby Brown today!
509-922-8642
kirby@starrinvestments.com
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Financial Advisors do not provide specific tax/legal advice, and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as an Investment Advisor Representative with United Planners, I may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan, and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. Insurance-related services may not be provided to individuals residing in any states other than Washington, Alaska, Colorado, Hawaii, Idaho, Montana, New Mexico, and Nevada.

Kirby Brown is an Investment Advisor Representative offering securities and advisory services through UNITED PLANNERS FINANCIAL SERVICES, member: FINRA, SIPC. Starr Investments and Benefits and United Planners are not affiliated. This information is intended for use only by residents of Washington, Idaho, Montana, Oregon, Arizona, California, Idaho, Montana, Nevada, Texas, and Virginia. No offers may be made or accepted from outside the specific states referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

 

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