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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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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.
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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 a financial planner, we 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.

Jim Starr is a Registered Representative offering securities through United Planner Financial Services, Member: FINRA, SIPC. Starr Investments & Benefits and United Planners are not affiliated.

This information is intended for use only by residents of Alaska, Arizona, California, Idaho, Montana, Oregon, and Washington. Securities-related services may not be provided to individuals residing in any state not listed above.

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