Overview
Headquarters
Lexington, Kentucky
Category
Financial Services
Five Star Life & Wealth is a boutique financial services agency located in Lexington, KY who promises to change your outlook on retirement. With 2/3 of companies today not offering pensions or retirement plans, it’s no wonder so many Americans are not prepared for retirement. Statistics show 1 in 3 Americans have ZERO saved for retirement and are hoping Social Security will take care of them. While 69% of Americans have less than $1000 for retirement, it is time to get help. Our mission is to serve our clients in all areas of their financial needs including asset protection, tax planning and investments. At Five Star Life & Wealth, we are “your missing piece” to the Retirement Puzzle. We take a different approach to saving with no contribution limits, no income limits, no participation requirement, and most importantly….NO restrictions on when you can access your MONEY. We do all this and more — with NO Market Risk. Our custom plans provide benefits should you become sick, disabled or terminally ill.