Your Partner In Financial Investment Planning
At Starboard Financial, LLC, we pride ourselves on our vast experience in financial investment planning and diverse backgrounds in the industry. With over 30 years of experience serving clients across the nation, we offer a broad range of investment products tailored to your unique financial needs and goals.
Stocks
As part of our investment offerings, we deal in stocks. Investing in stocks allows you to become a part-owner of a company and share in its profits.
Bonds
We can help you invest in bonds, a loan an investor makes to a borrower (typically corporate or governmental).
Mutual Funds
Our mutual fund offerings allow you to pool your money with other investors to purchase stocks, bonds, or other securities.
Unit Investment Trusts (UIT)
A fixed package of stocks or bonds, our UITs offer a simple and affordable way to diversify your portfolio.
Exchange-Traded Funds (ETF)
Similar to mutual funds, our ETF offerings can be bought or sold throughout the trading day, like stocks on a stock exchange.
Alternatives
We offer alternative investments outside the traditional stock, bond, and cash categories, including commodities, real estate, and more.
Managed Accounts
Let us manage your investment portfolio for you. We'll make investment decisions on your behalf based on your goals and risk tolerance.
Long-Term Care
We offer long-term care options to help cover the costs of various services to meet your health or personal care needs over an extended period.
Life Insurance
Protect your loved ones with our life insurance policies. We'll help you find the right coverage for your needs.
Fixed, Indexed, And Variable Annuities
Fixed annuities provide regular, guaranteed payments; indexed annuities are linked to market indexes, and variable annuities allow investments in different sub-accounts*.
Ready to take the next step in your financial journey? Let our experienced advisers guide you in making investment decisions today as you work toward a financially confident future.Â
*Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
