Our Mission

Our company is composed of strategic partners who offer high quality insurance and financial products and services to the individual and business marketplace. We take a tax advisory approach in helping you with Strategies & concepts to receive an income that is tax smart but many times tax free during retirement years. We 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 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

    We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits.

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    Retirement Strategy & Risk

    Our organization prides itself on providing retirement strategies to Lexington, KY and the 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 for many retirees because there is a lot to learn. At Five Star Life & Wealth, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of tax advantaged vehicles to accomplish your retirement income goals.

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  • Tax Strategies

    One part of planning for your retirement is determining your potential tax liability and developing a strategy that may minimize the amount of taxes you pay. We recommend customizing a retirement strategy that may be able to take advantage of any possible tax credits and deductions.

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    Life Insurance

    Life insurance may provide peace of mind for the policyholder that their loved ones will be taken care of financially in the event that 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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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 now specializes in helping individuals, business owners and their families protect & grow the wealth they have worked a lifetime to build. She knows the two risks that threaten retirement income are Tax Risk and Longevity Risk. She considers both when making customized plans for her clients…

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Our Office

80 Codell Drive. Suite#160
Lexington, KY 40515
859-317-6848
gianna@fivestarlifeandwealth.com