Financial Planning
People and experience set us apart
Laurinda Ferreira built a successful financial services practice and proudly expanded it into a family business when her daughters, Claudia Ferreira and Michell Mendez, joined the team. With a holistic approach and a dedication to providing individual attention and personal guidance, Five Star Financial can help you create a financial roadmap for financial success.
Customized Approach
Together we take an in-depth look to understand your specific financial goals and define a clear strategy of action to help you achieve them. We help empower you to make informed decisions. As your needs change, we will be there with you every step of the way to customize your financial strategy.
Workplace and Executive Solutions
We specialize in helping employers achieve their financial goals and reach their objectives for employee attraction, retention and productivity. We do so by offering a full array of solutions for your retirement income and protection needs, as well as worksite education and advice for employees. Let us help you turn your benefit plan into a strategic investment. For executives, we know that corporate incentive programs including bonuses, incentive compensation, restricted stock grants, stock option programs, and qualified and non-qualified retirement programs can add a layer of complexity. We can help you come up with a thoughtful plan to help mitigate tax and estate planning burdens and make sure that your retirement vision is met.
Business Owner Solutions
As a business owner, you must juggle the demands of running your company, achieving the financial goals you have set for yourself and your family, and eventually you must transition ownership of your business. We can help you achieve your goals while helping you to grow, protect and eventually pass on your business.
Individual & Family Solutions
As a client, you will benefit from a collaborative, one-on-one relationship with us. We will work closely with you and your other advisors to focus on six areas which have an equal impact on a sound financial strategy:
Fee-based financial planning services are offered through qualified Financial Planners of MML Investors Services, LLC. MML Investors Services, LLC., its agents, and representatives do not provide tax and/or legal advice. Please consult your tax advisor or attorney for such guidance. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.