Tax-Advantaged Growth with a Tax-Free Retirement Account
- Protect your retirement from unnecessary taxes.
- Would you like Tax-Free Income?
- Want to take longevity risk off the table?
Site Content
Our Services
Comprehensive Approach
Committed to Service
Tax-Free Retirement Account (TFRA)
Fixed Index Annuities
Kai-Zen hybrid financial approach for highly compensated, high-net-worth individuals. Inquire to see if you qualify.
Enhanced Income Strategy
Single premium life insurance policies with a return of premium rider
We offer college planning
We can help you with your 401K, 403(b), 457, TSP, Qualified and non-qualified IRAs, and pension plans.
https://www.myilia.com/agent-link/0f948d68-0095-4c6f-83f5-8acd74c6fcd7
Committed to Service
Comprehensive Approach
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Comprehensive Approach
Comprehensive Approach
Comprehensive Approach
We use proven financial strategies designed to meet your needs and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
I have a unique approach. I help people find money they are losing unknowingly and unnecessarily. Then I use those dollars to solidify their financial future preferably without impacting their current lifestyle.
What We Do
Questions To Ask Yourself
Comprehensive Approach
Where do you want to be?
What do you think you need?
Why not just keep doing what you're doing?
We Protect You In 4 Ways
1. We protect your family and your income.
2. We protect you from market risk.
3. We protect you from unnecessary taxes.
4. We protect you from outliving your money.
Hidden Medicare costs?
IRMAA
What you need to know.
Higher income in retirement can lead to extra Medicare charges. Here’s how to avoid them.
Many retirees are shocked to learn that their Medicare premiums aren’t fixed. If your income exceeds certain limits, you’ll pay extra for Part B and Part D coverage due to the Income-Related Monthly Adjustment Amount (IRMAA).
The worst part? Most people don’t realize it until they get the bill.
With careful planning, you may be able to reduce or avoid these extra charges and keep more of your retirement income.
📅 Let’s discuss your options – schedule an appointment today.
Questions To Ask Yourself
Questions To Ask Yourself
Questions To Ask Yourself
How much income will your retirement savings produce?
How much of your retirement income is guaranteed?
What amount of money will you need to have when you retire?
Do you have your money in assets that grow to outpace inflation, but aren't protected from Market Crashes?
What would it cost you to stay where you are and continue doing what you are presently doing?
Are you satisfied with your current retirement plans?
What are the advantages of your retirement plan?
What are the disadvantages of your retirement plan?
Will you have enough money in retirement to pay taxes and maintain your lifestyle?
Are you ok with having to pay taxes in retirement and probably higher taxes?
Do you have your money in assets that grow to outpace inflation, but are protected from market crashes?
What are you and your tax advisor doing to mitigate stock market volatility, inflation, and longevity risks?
FAQs
Questions To Ask Yourself
Questions To Ask Yourself
Q: Are TFRAs real?
A: 1000s of qualified individuals a year set up a Tax-Free Retirement Account (TFRA).
Q: Is a Tax-Free Retirement Account (TFRA) strategy right for you?
A: We turn away over 70% of applicants simply because it doesn't make sense for their current circumstances and financial goals. Contact us to find out if you are in the 30%.
Q: What is Kai-Zen?
A: Inquire to see if you qualify.
Click link below.
https://www.myilia.com/agent-link/0f948d68-0095-4c6f-83f5-8acd74c6fcd7
Q: Would you like Tax-Free Income?
A: Inquire to see if you qualify.
Q: How can I pay for my children's college?
A: Inquire to see how we can assist you.
Q: Are there alternatives to student loans?
A: Yes. Inquire to see how we can assist you.
Q: What do I do with my retirement account when I leave my employer?
A: We can help you with that, contact us.
Contact Us
Rigel Blue Star Financial & Insurance Services LLC
It is never too early to get started on your retirement plans. The sooner the better. Tell us more about your goals, and we will get you started on a plan to achieve them.
Hours
Monday - Friday: 8am - 6pm
Saturday - By appointment
