About Lone Star Wealth Strategies.

RETIREMENT INCOME PLANNING  

"It's not what you earn. . . .rather it's what you keep that counts."-Chuck Wright

At Lone Star Wealth Strategies our approach is to sit on the same side of the table with you to help you identify, crystallize and implement your financial goals and objectives.   Every client is unique thus we do not use a one size fits all strategy.


INVESTMENT ADVISORY SERVICES

Offered through Eagle Strategies LLC, we offer a number of fee-based asset management programs, helping to ensure that our interests are aligned with yours, protecting and growing your investments.

Through our asset management partnerships, clients of Lone Star Wealth Strategies and Eagle Strategies LLC have access to separately managed accounts and mutual fund wrap accounts.

Our programs provide quarterly performance reports and consolidated statements, ongoing monitoring and a comprehensive, annual fee based upon a percentage of assets under management.  Other miscellaneous charges may apply.

Calculators