Services
Our Services
OUR PERSONALIZED APPROACH
OakStar Investment Services focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long terms objectives. By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for your future!
We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive three-step planning process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course. Let's get started!

Financial Planning
- Retirement Plans
- Tax Planning
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans

Investments
- Bonds
- Common Stock
- Education Savings
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity

Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
Don't work for money, make money work for YOU.
- Robert Kiyosaki