Leslea Stock-Lopez, CRPC, Star Group Wealth Management
2825 Wilcrest Drive
Suite 654
Houston TX, 77042 [map]
Office: 713-783-3400
Mobile: 281-757-2101
Fax: 844-688-492
Category: Investments and Financial Planning
Member Since: Jul. 2003
Working with Leslea, you will know your entire picture of your financial life. Fear and worry are reduced when you know what is needed for your ideal lifestyle.
Leslea’s clients are primarily experienced oil and gas professional who are 5-10 years from retirement and need help with company stock: a concentrated position in one stock, stock options, restricted stock, or pensions, and are looking for a comprehensive financial plan.
Leslea is also a dynamic and experienced speaker on a range of topics relating to investing.
Referral Launching Pad
Leslea Stock-Lopez, CRPC
Star Group Wealth Management
Mission Statement
To serve business owners and professionals who are planning for retirement and want a comprehensive retirement guide that will take them from work to play seamlessly.
Utilizing the talents of our affinity partners and our knowledge of financial markets and planning, we create a holistic financial plan that addresses all our clients goals.
Brief Description/Statement of My Company:
The cornerstone of SGWM is Retirement Income Planning. Income that a client will not outlive and a plan to show how to maintain that income.
Services include:
- Investment recommendations and analysis
- Comprehensive Financial Planning
- Disability, Life and Long-Term Care Insurance
- Stock Options, Restricted Stock and Net Unrealized Appreciation (NUA)
- Social Security and Medicare Planning
Consultations are no charge
Ideal Referral Scenario:
Professional/business owner complaining that they don’t know if they have saved enough or how to determine which investments to tap for income, are a great referral. Give them my contact information or provide me with their information and we can discuss their goals and determine a good fit.
Bring an interested party to one of my lunch and learn events
Direct an interested party to my web site to determine if we are a good fit: www.star-tx.com
My Three Best Client Types:
Professionals who are approaching retirement and looking for a comprehensive plan.
Widowed or divorced woman looking for a financial plan
Business owners looking for an employer plan for their business
Club Members Most Likely You Would Have Synergy With
Rick Tucker
Jimmy Jones
Brad Dennen
Maria Segura
Juan Vasquez
Kevin Hunter
Jay Dushkin