The Lone Star Group

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.