ROYAL STAR FINANCIAL WELCOMES YOU
Strategic Tax Planning for Those Who Refuse to Overpay the IRS
Royal Star Financial Services is a boutique tax strategy and wealth advisory firm serving high-income professionals and business owners who want clarity, control, and confidence in their financial future.
15+ Years of Experience | Trusted by Professionals, Business Owners & First Responders
(561) 891-2005
(832) 422-7980
You’ve built a strong income.
But every year, the same question comes up:
Why am I paying this much in taxes?
For many high-income professionals and business owners, the issue is not income.
It’s the lack of proactive strategy.
Without intentional planning, you may be:
• Paying more in taxes than legally necessary
• Missing structuring and timing opportunities
• Making financial decisions without understanding the tax impact
• Growing income without a coordinated long-term plan
• Relying on compliance when you need strategy
Filing a return reports the past.
It does not design the future.
At Royal Star Financial Services, we help you move from reactive filing to proactive planning.
Our role is to:
• Identify legal strategies to reduce current and future tax liability
• Structure income and business decisions more efficiently
• Provide clarity around how your financial choices affect your tax position
• Align tax planning with long-term wealth and legacy goals
You are not looking for a preparer.
You are looking for guidance.
We provide strategic, personalized advisory for professionals who want control, clarity, and confidence in their financial future.
What Does a Licensed Financial Professional do?
A licensed financial professional provides guidance and advice to clients on managing their finances, including investments, retirement planning, estate planning, and other financial goals, by utilizing their specialized knowledge and licenses to buy and sell financial products on behalf of their clients; essentially helping individuals create and implement personalized financial plans to achieve their long-term objective. They meet with clients to understand their financial situation, goals, and risk tolerance to develop a tailored plan. They Can assist with various financial planning aspects like college savings, estate planning, insurance analysis, and tax strategies.
SERVICES WE PROVIDE:
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Individual Financial Services
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The key concepts and strategies listed below can help you get from where you are to where you want to be.
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Financial Needs Analysis
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Financial goal setting
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Recommendations and implementation
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Strategies for pursuing financial goals
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Insurance Protection
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An important part of preparing for the future is protecting it. Whether you live too long, die too soon, or become disabled, these products can help you and your family protect the life you have built.
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Universal Life Insurance
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Indexed Universal Life Insurance
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Term Life Insurance
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Whole Life Insurance
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Disability Insurance
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Long-Term Care Insurance
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Retirement Products
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A key to any financial strategy is preparing for retirement. Here are options to help you prepare for your leisure years:
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Fixed Annuities
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Fixed Indexed Annuities
What does a Notary do?
A notary public is an officer commissioned by the Texas Secretary of State to serve as an unbiased and impartial witness. Notaries are utilized to prevent fraud and theft within public matters, by attesting to the identity of a person signing a document. Loan Signing Agents, present real estate transaction documents to clients ensuring they are signed and notarized properly. This allows title companies, real estate agents, government entities, and the buyer/seller to proceed with the transfer of property in an efficient and timely manner.
Notary:
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Mobile Notary
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I-9 Verification
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Witness
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Acknowledgement
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Certificates
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Certified Copies
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DepositionsAffidavits
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Signature Witness
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Oath or Affirmation
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Jurats
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Printing, Scanning, Mailing, Fax
NOTE:
To ensure safety, Covid Protocols and Procedures will be followed including sanitization of surfaces and pens, and wearing of masks and gloves.
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DISCLAIMER
I am not an attorney and cannot provide legal advice