Our Mission

Our company works with strategic partners who offer high quality insurance and financial products and services to the individual and business marketplace. We help you create Strategies & concepts to receive an income that is tax smart but many times tax free during retirement years. Our goal is to help consumers enjoy the retirement lifestyle of their dreams, we provide those who are entering retirement or have already retired with a community business that cares about protecting their retirement assets. We will take the time to find out your individual needs and goals in order to help  provide you with a secure and worry-free retirement.

Are you ready for retirement?

We can help assess your financial picture and provide a roadmap to your overall risk preferences.

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Our Services

  • Social Security

    Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.

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    Retirement Strategy & Risk

    Our organization prides itself on providing retirement strategies to our surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.

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    Income planning

    Income planning for retirement can be a daunting task because there’s a lot to learn. At Five Star Life & Wealth, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.

    * We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.

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  • Tax Strategies

    One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.

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    Life Insurance

    Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.

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    Generational Vault

    It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.

    But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents.

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  • Asset Maximization

    Our main objective is to assist you in navigating today’s complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.

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Register For An Upcoming Seminar

Seminars are limited in capacity please call 859-317-6848 for more details

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About Us

 

Gianna has been helping and understanding the needs of her clients for 25 years… previously working as a top salesperson for a Fortune 500 Company. She helps individuals, business owners and their families. Her goal is to help them  protect & grow the wealth they have worked a lifetime to build. She believes the two risks that threaten retirement income are Tax Risk and Longevity Risk. She considers both when working with her clients to develop customized plans.

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Our Office

80 Codell Drive. Suite#160
Lexington, KY 40509
859-317-6848
gianna@fivestarlifeandwealth.com