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Lonestar Registered Investment Advisors PLLC, based in Lubbock, TX, specializes in IRA and legacy planning, assisting clients in preserving and transferring wealth to future generations. Their personalized legacy plans aim to provide clarity and assurance that clients' financial legacies will be honored and managed effectively by their descendants.
The firm recognizes the importance of retirement accounts and life insurance in many individuals' financial portfolios, yet acknowledges that there is often confusion surrounding the transfer of these assets upon death. By offering resources and insights into common IRA and legacy mistakes, Lonestar strives to empower clients to make informed decisions for the benefit of their loved ones.
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