We are Lone Star Retirement Services.
Aligned with National Financial Partners (NFP), we can provide a multitude of trading platforms, managed account services and more. NFP's advanced technology, comprehensive training programs and other tools allows us to set a higher standard for personalized and impartial solutions to the challenges of wealth accumulation and management.
The combination of professional experiece, advice, and proficiency of Lone Star Retirement Services, teamed with the tools, training, and support of NFP, create a working relationship that provides our clients with a different approach to financial planning.
Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC.
Investment Advisory Services offered through Investment Advisor Representatives of NFPSI.
Lone Star Retirement Services & The 401(k) Concierge are not affiliated with NFPSI.
This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.
As we follow markets, build wealth plans and manage custom portfolios, we keep our own interests in line with our clients'. We treat our clients like family and strive to maintain an open line of communication as times change and situations realign.
Although we offer many services and products, our most common areas of interest and consultation with our clients generally involve the following products and services.
401(k) Consultation & Reviews
Not only do we have a side of our business that focuses on
maintaining 401(k)'s plans on the corporate level, our main focus is One on One
consultation for participants. From portfolio reviews, portfolio rebalance, investment information, and plan comparison our goal is to help our clients understand their options and choices.
Indivdual Retirement Portfolio Consultation
One of our most common type of consultations pertains to Indivdual Portfolios and investments held inside of those portfolios. We offer “Analytical Portfolio” reviews with focus on investment diversification, cost, returns, and overall performance against market peers. With general explanations, investment re-education and hypothetical comparisons we help build our clients rational understanding of these types of investments and investment expectations.
Life Insurance/Investment Products
With Billions of dollars invested in insurance based products over the last 50 years, we find this to be a very common question of concern for new clients. We offer a balanced approach to life insurance/investment products and the multitude of information involved with their ownership, conversions, and initial purchase. With an ever growing list of Income Benefits, Death Benefits, Estate benefits, Tax Deferral Benefits and many other options, life insurance/investment products comparison and consultation is an ever growing area of interest for many investors in the various stages of Retirement Planning.
Individual Stocks & Bonds
From basic stocks and bonds to more complex alternative investment planning, our team offers a wide range of sophisticated investment planning and management services.
*Investing in alternative assets involves higher risks than traditional investments and is suitable only for the long term.
