https://www.ldstar.com/services We have no allegiance whatsoever to any third party including insurance companies, mutual fund companies or other entities.
As an independent, "fee-only", privately owned firm, we have the freedom to provide you with unbiased advice and access to the best research, investments and planning services, regardless of source. We choose to work in a fiduciary capacity. As fiduciaries, we put your interests first, always.
06/17/2026
Financial freedom begins with a solid plan.
At LodeStar®, we help clients build personalized financial plans that align with their goals, values, and life transitions.
Thoughtful planning today can provide greater confidence and peace of mind tomorrow.
Fee-only. Fiduciary. Transparent.
04/29/2026
Decisions take shape over time.
Financial wellbeing is influenced both by major market moments and by the long stretches in between.
Long-term structure is what supports decisions.
That structure comes from:
– Having a plan before decisions are required
– Understanding how risk fits into your life
– Making choices designed to hold up over time
Sound judgment helps decisions stay grounded as life and markets change.
| Monday | 8:30am - 6pm |
| Tuesday | 8:30am - 6pm |
| Wednesday | 8:30am - 6pm |
| Thursday | 8:30am - 6pm |
| Friday | 8:30am - 6pm |