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  • About Us
    • Our Team
    • Our Approach
    • Why work with a Fiduciary
  • Services
    • 401(k) Mistakes
    • Enhanced Planning
    • Income Planning
    • Life Insurance
    • Long Term Care
    • Maximize Your Pension
    • Portfolio Analysis
    • Retirement Strategy & Risk
    • Social Security
    • Tax Strategies
  • Education
    • Important Resources
    • Long-Term Care Options
  • Workshops/Webinars
  • Radio & Media
    • Radio
  • Contact
  • Client Logins
    • Generational Vault
    • Orion
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Lonestar Wealth Management

21 Robin Hood Lane
Troy, Ohio 45373

Call, Email or Calendly

(937) 667-6500
Steve@4lonestar.com
Schedule Via Calendly

Hours of Operation

Monday-Friday:
9am to 5pm

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We would love to meet with you!
Please schedule a meeting using one of our convenient options below!

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Privacy Policy
  • Phone:(937) 667-6500Opens in your application
  • Email:Steve@4lonestar.comOpens in your application
  • 401(k) Mistakes
  • Enhanced Planning
  • Income Planning
  • Life Insurance
  • Long Term Care
  • Portfolio Analysis
  • Retirement Strategy & Risk
  • Social Security
  • Tax Strategies
  • 401(k) Mistakes
  • Enhanced Planning
  • Income Planning
  • Life Insurance
  • Long Term Care
  • Portfolio Analysis
  • Retirement Strategy & Risk
  • Social Security
  • Tax Strategies
Privacy Policy | SMS

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Lonestar Registered Investment Advisors, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investment advisory services are offered through Lonestar Registered Investment Advisors, LLC, an SEC Investment Advisor. Insurance products and services are offered through Texas Alliance Financial Services, LLC and M&M Wealth Management, LLC dba Lonestar Wealth Management, affiliated companies. Lonestar Registered Investment Advisors, LLC, Texas Alliance Financial Services, LLC, and M&M Wealth Management, LLC dba Lonestar Wealth Management are not affiliated with or endorsed by the Social Security Administration or any other government agency. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.