It is a pleasure to introduce myself, Patricia Starek, I am President of STAR Financial Services and lead Financial Advisor and Tax Professional for the firm. STAR Financial Services offers Tax & Financial Strategies for Individuals, Small Businesses such as: Sole Proprietorships, C-Corporations, S-Corporations, Partnerships, Limited Liability Companies (LLCs), Estates and Trusts. Taxes & Tax Planning drives the Financial Plan Decisions which leads to Selecting the Investment Products. After accumulating assets during your employment & career years, the next step is how to protect and pass your assets through Estates & Trusts. By following the tax rules legally, controlling your Cash Flow and Debt, Keeps Dollars in Your Pocket, Equals Wealth!
Sure, you would like to know my credentials and background. Mine includes a BBA(Marketing) from University of Houston – University Park, Enrolled Agent (EA), National Tax Practice Institute Fellow, Former Texas Real Estate Broker. Since 1995, 21 years, carry federal and state securities, advisory and insurance licenses, and an Independent Registered Representative with regional broker/dealer HD Vest Investment Services. The Enrolled Agent (EA) is a federal designation from the U.S. Treasury Department administered by Internal Revenue Service (IRS) allowing to represent taxpayers in front of the agency. The EA began after The Civil War helping citizens resolve property claims with the federal government when property was taken for supporting the war effort. In 1913 when the Federal Income Tax Code was adopted the Enrolled Agent’s duties were expanded to include representation for taxpayers. Thus, the True Tax Professional!
Now that you know my professional background here are some personal tidbits about myself and family. Life Partner of nearly 30 years is Douglas, whom clients have come to know quite well. His Engineering profession has taken him throughout the world of 3rd World Countries in the fields of Aquaculture, Environmental and Renewable Energy of Wind Turbine and Solar Assessments. I am amaze how well our personalities, professional styles for attention to details, general knowledge & expertise mesh together. How our approach for finances and lifestyle coincides with each other's . We each bring our independence, loyalty, ethics and trust to our relationship. Hence, both of us have passion for integrating with people’s culture, travels and adventures through our sports interests. Many times clients say they live vicariously through our outside interests so check out the Web Page "Special Interests".
These same planning tools can be applied to Wealth Management approaches that may be to your benefit. By asking probing questions, documenting your answers, using HD Vest Tools, research, educating you as to which choices you have attaining your personal financial and tax strategies. We try matching your financial goals to a plan that you will implement, and review that plan so you may stay with your course of action, unless something changes. We recognize life events may change directions which may alter your plan temporarily. Discussing one or more of these events may empower you stay the course or make changes. Are You… Saving: New Auto, Home, Roof, Heat A/C, Kitchen, Bathrooms, Pool, Emergency Fund; Life Events like Moving to a new Job or City, , education changing to a new school or college, getting married and planning a wedding, going on a honeymoon or vacation, planning your dream adventure trip or cruise; These are just few topics that we may discuss during an appointment. In the next paragraph, STAR Financial Services Mission Statement reflects this approach.
January 2017 will start my 22nd Year with HD Vest Investment Services as a Registered Representative – nearly 25 years as a Financial Professional helping people like you navigate the complexities of their financial lives. My clients are fascinating, remarkable and accomplished who enjoy working with me, as I do them, because it is a team effort as we provide Wealth Management through a Comprehensive Financial Lifeline for a Lifetime, with the Best Outcome for You and Your Family, Serve Families Not Just Faces – Make Your Hard Earned Dollars Work for You. I give high quality personalized service and available year-round.
I ask my clients probing questions, listen to their answers, and they trust me since I give them sound advice. Understanding what motivates you and how you want to successfully save money in order to accumulate, provide for retirement, and protect, pass your assets to love ones is my desire and passion. Clients are still with me from when my father started in his tax and accounting practice in Southwest Houston in 1977 where I helped grow the client base to 1000; since 1994 I am offering a boutique of Tax and Financial Services for 100 clients. That way, every client receives personalized attention and service. Right now, I have space for 15 more clients…and Dad, at age 90, retired from the tax business still works 1 accounting project. Tip of the Hat, we served many clients well. Mom, at age 88, is amazing - continues to be resilient keeping up on the daily lives and happenings of her adult children and grandchildren.
I would like to help you toward your goals of financial education, accumulation of wealth in order to provide for you and your family. If you want to talk with me exactly how I may help you attain these goals, create a roadmap for a financial savings plan that may create wealth please telephone or email me on the Home Page "Request More Information". Request Now and Start Today!
Once again, thank you for finding us. I am thrilled so excited that you are interested in learning how to create financial independence and provide for you and your family. The STAR Financial Services website is your interactive tool helping you accomplish those goals. Sharing and telling your family and friends about our website is terrific & welcomed. Being a client of STAR Financial Services and Patricia Starek is a close and personal unique relationship whereby many become lifetime friends. Keeping our practice limited to 100 clients gives you that personalized attention.
Please call my office at 281-333-0123 or email me at Starfincl@aol.com and schedule a meeting at your convenience.
I look forward to meeting you.
Sincerely, Patricia Starek