ALL STAR DIFFERENCE INDIVIDUALS & FAMILY BUSINESSES FAMILY OFFICE ALL STAR TEAM RESOURCES CONTACT CLIENT LOGIN FIDUCIARY. UNBIASED. FEE-ONLY. WEALTH & TAX PLANNING. INVESTMENT ADVISORS. As a pioneer in fee-only advice, our passion is to serve our clients. The All Star Financial proven process is designed to identify our clients’ unique goals and objectives and then tailor customized strategies to meet their needs. The quality of our advice is a direct result of the experienced investment and financial professionals that make up the All Star Financial team. After decades of delivering results for our clients, our purpose is to continue to build on the legacy of making a meaningful impact on their financial journey. OUR STORY Learn More OUR VALUES Learn More OUR APPROACH Learn More OUR PROCESS Learn More THE ALL STAR FINANCIAL GUARANTEE Real PEOPLE. Real ANSWERS. Right TIME. 952.896.3820 FORM CRS / ADV PART 3 Connect with us: Facebook Linkedin Youtube CONTACT US TODAY! ©2020 All Star Financial - All Rights Reserved. Advisory services are offered by All Star Financial a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor. | DISCLOSURE

ALL STAR DIFFERENCE INDIVIDUALS & FAMILY BUSINESSES FAMILY OFFICE ALL STAR TEAM RESOURCES CONTACT CLIENT LOGIN FAMILY OFFICE SERVICES Most people have a hard time defining family office, but trust us, you know it when you see it. At All-Star Financial, we define family office services as the day-to-day management of a family’s financial function. Our family office services includes a full suite of available value-added tasks our team can execute on your family’s behalf. Those services include: Family Balance Sheet analysis and reporting Multi-generational wealth planning and education Family governance Investment management, monitoring and reporting Charitable planning Accounting and Tax services Estate Planning Risk & Liability Management Most families don’t require all the services we provide under our family office umbrella. That is why we offer our clients the flexibility to choose the services that fit their individual needs. We know that when it comes to families and wealth, things can get complicated. That’s where our family support services come into play. These services vary from assisting in large purchases such as a home or a car, to helping find alternative care options for aging family members or those with special needs. Our guidance is always available to help simplify our clients lives. THE ALL STAR FINANCIAL GUARANTEE Real PEOPLE. Real ANSWERS. Right TIME. 952.896.3820 FORM CRS / ADV PART 3 Connect with us: Facebook Linkedin Youtube CONTACT US TODAY! ©2020 All Star Financial - All Rights Reserved. Advisory services are offered by All Star Financial a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor. | DISCLOSURE