Advisor to the Trust

This Page Provided by: Staar Financial Advisors, Inc.


A Registered Investment Advisor
1-800-332-7738 PIN 3370
staarbase@aol.com

Contents: General Information
Financial Questions to Ask Yourself
Private Asset Management
Expertise and Resources

Providing Financial Planning and Investment Advisory Services For…  

  • Individuals
  • Families
  • Professionals
  • Small Businesses, Business Owners and CEOs
  • Corporations
  • Churches and Non-Profit Organizations
  • Foundations
  • Trusts

Mission Statement

The mission of STAAR Financial Advisors, Inc. is to assist individuals, families and organizations to realize their dreams through careful, realistic financial planning and advice regarding appropriate use of financial institutions and products and to develop unique planning tools, computer programs and products that will help make this a reality. This mission is to be pursued within the context of a commitment to honesty, integrity and Christian principles of business management and relationships. 

Commitment

Most simply, our commitment is to help people and organizations…

  • Increase their net worth
  • Increase their after-tax income
  • Increase their productivity
  • Create a legacy

We accomplish this by…

  • Employing sound working principles.
  • Treating clients as we would like to be treated, with honesty, integrity, wisdom and care.
  • Providing educational opportunities.
  • Focusing on the client's needs and objectives and putting those ahead of our own.
  • Employing state-of-the-art planning techniques.
  • Making plans based on reasonable, often conservative assumptions.
  • Paying close attention to risk management.
  • Providing an excellent menu of outstanding financial products and services.
  • Creating unique products and services to better serve client objectives.
  • Employing staff, representatives and consultants who are in concert with our purposes and principles.
  • Working diligently to correct any errors or insufficiencies as quickly and thoroughly as possible.
  • Providing an excellent resource and referral network to draw on outside experts.

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Financial Questions to Ask Yourself

When it comes to their financial affairs, most people would like to know…

  • Am I organized right?
  • How can I get out and stay out of debt?
  • How can I save taxes?
  • Will I have enough money to buy the car, house or other things I need?
  • Will I have enough money to put my kids through school?
  • Will I have enough money to retire comfortably and without worry?
  • Will my family and I be financially ok if I get sick or injured, lose my job or die?

Most investors want to know…

  • What do I have?
  • Where do I have it?
  • What’s it worth?
  • Did I make any money?
  • How much did I make?
  • Should I make any changes?

Most business owners and CEOs want to know…

  • How can I attract and keep quality personnel?
  • How can I reduce my costs?
  • How can I increase productivity?
  • How can I protect my business from risks and reduce my liability?
  • How can I increase my income and net worth through my business?
  • How can I keep my business running profitably after I retire?

STAAR Financial Advisors, Inc. is committed to answering these questions and helping you achieve your financial goals by formulating plans and referring you to services and products that best fit you.


Private Asset Management

STAAR Financial can manage your assets with a custom-designed strategy. If you would like to not have to worry about making ongooing decisions about your investments and have a professional oversee your assets, then this service may be for you. Click here for a more detailed description .

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Expertise and Resources

Internal Resources

The President of SFA, Mr. J. Andre Weisbrod is an investment advisor and financial planner with over two decades of experience in the financial services industry. He is also an author and public speaker. He has securities and insurance licenses and is committed to ongoing professional education  in areas such as investments, insurance, estate planning, tax law and ethics.

Staff and associates also are subject to rigorous training and education appropriate to their positions. The stockholders of the STAAR Financial Advisors, Inc. and the Trustees of the STAAR Investment Trust provide knowledge and wisdom from a number of business backgrounds, including marketing, banking, investment banking and consumer goods.

Strategic Alliances

We have access to significant resources outside our firm, including brokerage firms, insurance companies, third party administrators, consultants and other advisors. If you desire a private manager, we can provide a number of excellent firms in addition to our own firm with proven track records and experience handling assets for non-profit organizations. The many mutual fund families and insurance companies with which we work also provide various products and resources such as research, expertise and education in a variety of areas.

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For further information, please see our PRIVACY POLICY

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Copyright 2002 Staar Financial Advisors, Inc.