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Smart Planning. For Life.
Personalized Guidance For All The Financial Decisions That Impact Your Life
Fee-Only, Fiduciary, Wealth Management
A Financial Planner You Can Trust
The Mathematics of Finance
Winning More by Losing Less
A Portfolio That Spends Less Time Recovering, Spends More Time Compounding
Southwest Florida Financial Planners
Email: info@Ldstar.com
Serving Clients Locally and Nationwide
P: (239) 325-5110
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Financial Peace of Mind

Fee Only - no commissions, no product sales, experienced unbiased advice

Fiduciary Standard - legally bound to act in your best interests at all times

Full Disclosure - no undisclosed arrangements, no hidden fees, total transparency
An Honest, Hardworking, Trustworthy Advisor
News organizations come to us, a trusted advisor,
for our views on personal finance, the economy
and capital market events.

Stay Ahead of Volatility
"Diversification only offers a limited amount of protection and is successful approximately just 65% of the time. As a result, it does not protect a portfolio from drawdown during major market events and is successful primarily in normal and low-risk periods."*
* SSGA "Walking The Tightrope: How CIOs are Balancing Upside Participation and Downside Protection, 2015
An Integrated Approach to Wealth Planning
Live Your Best Life

Stop Worrying About Your Financial Plan

Stop Worrying About The Markets

Stop Worrying About Your Money
Find Peace of Mind For Yourself and Your Family

Naples, Florida

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