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Tax, Legal, Mortgage

As a value added service, we have created an integrated resource network of professionals to help in the areas of tax, legal, and mortgage.

Five Star uses a team of professionals in these areas to create your comprehensive financial plan. We then coordinate with you and local professionals to implement your specific tax, legal, or mortgage needs. At Five Star, we have done our due diligence to find experts in each of these areas; however, we are also willing to work with your own preferred professionals. We will continue to work as an integrated team with you to measure and monitor your plan for years to come.