What We Do

Financial Planning

We help you set meaningful goals for your money—whether it’s building a retirement fund, managing debt, or achieving a big purchase. We partner to create a tailored strategy that covers budgeting, investing, and risk management so you can confidently secure your financial future and navigate the unexpected.

Trusts & Estates

Trust and estate planning is about protecting your legacy and ensuring your assets are distributed according to your wishes. We guide you through structuring trusts, designating beneficiaries, and creating a comprehensive plan so your loved ones are cared for and your intentions are honored long into the future.

Investments

Our approach to investments and returns centers on building a portfolio that aligns with your goals, risk tolerance, and time horizon. We help you navigate market opportunities and adjust your strategy as needed, so you can grow your wealth with confidence and work toward achieving sustainable, long-term results that work for you.

Ideal Clients Include:

  • Individuals looking to turn IRAs, Roth IRAs, 401(k)s, and other retirement assets into a dependable income strategy
  • Retirees relocating to Florida who want coordinated investment, income, tax, and estate planning
  • Business owners preparing for or recently completing a sale
  • Retirees and pre-retirees who need clarity around retirement income
  • Entrepreneurs with concentrated wealth
  • Families seeking confidence that their assets can support their lifestyle throughout retirement
  • Individuals managing significant cash positions after a business sale, inheritance, or other liquidity event
Contact Us Today

Starkel Wealth Advisors is a registered investment adviser with the state of Missouri, Florida, Nebraska, Texas, and California and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. For more information see our Disclosures.