Starling Wealth Management LLC
Financial Service
Why pick this one
Starling Wealth Management combines RICP-certified retirement income planning with ChSNC-focused special-needs planning in Greensboro.
Best for
- Individuals and couples within 5–10 years of retirement
- Retirees needing income distribution, Social Security, Medicare, tax, or long-term care planning
- Families planning for special-needs beneficiaries
- High-net-worth families requiring estate, trust, charitable, or legacy planning
- Business owners navigating succession or exit planning
- Clients seeking ongoing investment management integrated with MoneyGuide financial planning
Specialties
- retirement income planning
- income distribution and tax planning
- Social Security timing
- Medicare planning
- long-term care planning
- special-needs financial planning
- estate and trust planning
- charitable planning
- business succession and exit planning
- custom investment portfolio management
Certifications
- Retirement Income Certified Professional® (RICP®)
- Certified Plan Fiduciary Advisor (CPFA®)
- Chartered Special Needs Consultant (ChSNC®)
- LPL Financial affiliation
What makes them different
- Tripp Starling has over 25 years of investment experience and began his career in 1999.
- Retirement planning includes four comprehensive planning sessions and a documented retirement strategy.
- The planning fee may be waived for clients with at least $250,000 managed by Starling Wealth Management.
- Tripp Starling holds the Chartered Special Needs Consultant® designation for planning involving government benefits, special-needs trusts, Medicaid, and long-term care costs.
- Estate planning packages are complimentary for clients with at least $1 million under management.
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 1250 Revolution Mill Dr, Greensboro, NC 27405-5191
- Phone
- +12527232950
- Website
- https://www.starlingwealthmanagement.com/
- tripp.starling@lpl.com
Services
- financial planning
- investment advisory
- brokerage
- life insurance
- long-term care insurance
- securities-based lending
- estate planning