Welcome to The Lone Star Group

To be the financial advice team of choice - Our commitment

  • Provide clear and timely communication.   
  • Resolve problems quickly and to our clients satisfaction. 
  • Possess a comprehensive breadth and depth of industry knowledge. 
  • Have our client's best interests behind every financial recommendation. 
  • Fully disclose all our fees.   
  • Inform clients of any events that might impact their finances.
  • Deliver high level personal service.   
  • Care more about our clients than just their investments.   
  • Understand our clients goals and needs.   
  • Help create and execute an up-to-date, formal, and individualized wealth plan.   
  • Coordinate  with clients trusted advisors. 
  • Use outside (specialists) to help our clients with other financial areas.


Latest Insights


Scams targeting older adults are on the rise—here’s how you can help

Dec 28, 2021 | RBC Wealth Management

Anyone at any age can fall victim to a scam, but there are several factors that make women particularly vulnerable.

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infographic regarding millennials donating their money

Collaborative philanthropy: How the next generation is teaming up to create lasting change

Dec 15, 2021 | RBC Wealth Management

Did you know this about money management? It’s important to make charitable giving part of your overall wealth plan.

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river flowing between fields of green

How to incorporate ESG into year-end planning

Dec 15, 2021 | RBC Wealth Management

When undergoing end-of-year planning, consider implementing ESG investing into your portfolio. Read on to learn more.

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The Lone Star Group


Where do I stand?

If you are unsure if your assets can accommodate your needs, wants and wishes over your lifetime or if you want to see if you are on track to meet your specific goals, we can help with a personalized wealth plan. View here to see a video overview of a wealth plan.

Request Your Complimentary WealthPlan Analysis

Request your complimentary WealthPlan Analysis with The Lone Star Group to create a dynamic vision of your plan for retirement.

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