Smart Planning. For Life.
We are different! We provide a holistic approach to managing all aspects of our your financial life. We are completely dedicated to delivering total financial life advice to you and your family. We combine asset management with smart, forward-thinking financial planning, using cutting-edge technology, to bring you the best in wealth management.
So, why establish a relationship with LodeStar®? Here are just a few ways we differ from other financial advisors:
- Experience and Expertise. George Kiraly has been a financial planner for over twenty years. He is a Certified Financial Planner PractitionerTM and NAPFA-Registered Financial Advisor. George has also received a Master Degree of Business Administration (MBA) in Finance. He has been interviewed and quoted by The Wall Street Journal, SmartMoney, The New York Times, Kiplinger's, Reuters, Dow Jones New Wires and other news organizations.
- Independence. We are an independent, "fee-only", privately owned firm. We have the freedom to provide our clients with unbiased advice and access to the best research, investments and planning services, regardless of source. We have no allegiance whatsoever to any particular insurance company, mutual fund company or any other entity. As such, there is absolutely no pressure to purchase specific products and there are no hidden commissions. Since we do not sell products or receive commissions or other compensation from third parties, you may feel completely confident that our recommendations are impartial and unbiased.
- Personalized Advice. Whether your a prospective client or are already engaged with us, you can expect highly personalized advice and great attention to detail. Just as a well-planned itinerary is the basis for a relaxed and enjoyable trip, sound, personalized financial advice can bring you confidence and security for the lifelong journey ahead. But before we can make recommendations that make sense for you, we believe it's important to find out just who you are. What are your goals and expectations? Your fears and concerns? What makes you unique, and how might it affect your financial situation? It's only by learning what's important to you that we can develop the strategies and techniques to guide you toward successfully achieving your goals.
- Peace of Mind. You're busy. That's a given. We understand what it takes to balance career, family and community obligations along with the many other activities and responsibilities of today's hectic lifestyles. Many of our clients come to us because, while they have the knowledge and the desire, they simply do not have the time to handle their own financial planning and manage their own portfolio. Our wealth management services are designed to put a sound, personalized plan into place for you efficiently and effectively…so you can get on with enjoying your life.