Every firm talks about its personalized approach, but how many financial advisors actually deliver one? At Starkey Financial Partners, we’re proud to offer you distinctive services and capabilities that differentiate us from the pack, and include:
4 Keys to Financial Resilience
A “MUST HAVE” GUIDEBOOK FOR TODAY’S INVESTOr
Whether you are investing to build wealth, protect your family, or preserve your assets, you’ll want to check out the free guidebook we’ve just released. It’s a “quick read” full of valuable insights that can truly make a difference in how you plan for the financial future of you and your loved ones.
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A life-first focus.
We’re not just about investments: we’re about life. We’re here to help you crystallize what’s important to you—in life and financial matters—and to use a planning process we’ve refined over 20 years to guide you as you envision your future, prioritize your needs, and work with us to sync your life goals with your financial goals.
A select number of clients.
We don’t believe bigger is necessarily better. We limit our client roster so we can spend more time with each client, closely monitor how their life/financial plan is progressing, and seek to provide excellent service.
A partnership commitment.
Our name says it all. It’s not about us being a place with lots of advisors who are partners in a firm. Rather, it’s about partnering with you. And it’s about using our process with you, rather than directing it at you.
