At Rigel Blue Star Financial, the focus is simple: help you protect your money from the three biggest wealth killers—risk, fees, and taxes.
Whether you are preparing for retirement, growing your savings, planning your next chapter, or simply looking for a more deliberate place to “park” your cash, the goal is the same: keep more of your money where it belongs—with you.
Clients choose Rigel Blue Star Financial because they want clarity, control, and confidence—not jargon, guesswork, or sales pressure. You are shown how to save, grow, and protect your wealth using proven, tax-efficient, low-risk strategies designed to support long-term financial stability and peace of mind.
See how our values shape every recommendation we make.
Protection First
Your money should be safe, steady, and working for you—not exposed to avoidable market swings, surprise losses, inflation erosion, or inefficient savings vehicles. The focus is on uncovering and removing hidden dangers inside many traditional financial strategies so you can build and preserve wealth with greater confidence.
Education Over Complication
Many people lose money unknowingly and unnecessarily through invisible fees, unplanned taxes, and savings tools that quietly limit their potential. The priority is to simplify the complex, plug those leaks, and redirect those dollars back into your financial future in a way you clearly understand.
Tailored Strategies, Real Solutions
Everyone saves differently, so your strategy should reflect your goals, lifestyle, and long-term vision—not a one-size-fits-all template. From tax-efficient savings and secure income strategies to innovative hybrid financing solutions, you gain places to “park” your money that offer more growth, more control, and fewer unwelcome surprises.
Your goals. Our integrity. Let’s start the conversation.
Work with a team that puts your best interests first.
Experience a financial process built around you.
It Starts With You
Every plan begins with understanding you—your goals, values, and vision for the future. Tell us where you want to go, and together we’ll chart a path that fits your life today and adapts as it evolves.
We believe that a thoughtful, structured planning process is one of the most powerful ways to build lasting financial confidence. A well-designed plan can help protect your wealth throughout life’s stages—and lessen the impact of unexpected challenges such as disability, illness, or income loss.
Our 4 Step Process
Discover
We start by getting to know you on a deeper level—your priorities, ambitions, and what financial freedom means to you. Through meaningful conversations and insightful questions, we work to uncover what matters most.
Analyze
Next, we take a close look at your full financial picture. That includes reviewing key details such as tax returns, investment statements, and estate documents. This comprehensive evaluation allows us to design a strategy that reflects both your current situation and future goals.
Advise & Implement
With your goals defined, we develop a customized financial plan that integrates every facet of your wealth—investments, taxes, and estate planning. We collaborate with your broader advisory team, including accountants and attorneys, to ensure every step of your plan is executed seamlessly.
Monitor & Evolve
Your financial life isn’t static—and neither is our approach. We’ll regularly review your progress, adjusting strategies as needed to reflect changes in your life, the market, and the tax landscape. Our goal is to keep your plan aligned with your evolving vision.
Let’s walk through your customized financial game plan.
Start with a complimentary portfolio and risk review.
You’ve worked hard for your money—now let’s make it work for you.
Your Financial Journey, Your Way
Everyone’s money story is a little different, but most people want the same thing in the end: a retirement that feels comfortable, secure, and low stress. We work with people who are ready to protect what they’ve built, make the most of their income, and put a plan in place that can help stand up to inflation, taxes, and living longer than previous generations.
Whatever you do for a living and wherever you are in life, one thing is constant—you want your money to be safe, working efficiently, and truly working for you.
That’s where we come in. We help you dial down risk, cut out unnecessary fees, and look for ways to keep more of what you earn in your pocket at tax time. Together, we’ll build straightforward strategies to save, grow, and protect your wealth so you can focus more on living your life, not worrying about your finances.
Pre-Retirees • Retirees • Plan My Retirement Income
HNW Individuals • Physicians • Dentists • Engineers • Medical Professionals • Nurses • Veterinarians • High Earners Not Rich Yet • Explore Advanced Strategies
Business Owners • Protect My Business & Wealth
Schedule your personalized “Retirement Readiness”
Hybrid Financing Strategies utilize Leverage.
Traditional and Premium Financing strategies are also available for highly compensated, ultra high-net-worth individuals.
Want to know more about Hybrid Financing Strategies?
Want to know a better way to transfer wealth?
All content on this website is for general informational purposes only and should not be construed as individualized tax, or legal advice. You should consult your own qualified tax and/or legal professional regarding your specific situation before making any decisions.
Separate from any employer plan and separate from our role as retirement income specialists, we may, in our capacity as licensed professionals, recommend the purchase of certain retirement-type or pension-type accounts, or insurance products. You are under no obligation to purchase any product or follow any recommendation, and any decision to do so is entirely voluntary and based on your independent evaluation.