Are you a STAR ...
Successful Today and Almost Rich?
Or maybe you’re a seasoned, do-it-yourself investor who wants to learn more? Either way, the Astra STARs service can take you to the next level!
We know that your investing needs and preferences are ever-changing, so we built our services to meet you where you are. We bring you advice that traditional advisors don’t offer to the masses. We streamline your strategy, with no requirement that you move your assets and no minimum investment.
Why Astra?
We know that your investing needs and preferences are ever-changing, so we built our services to meet you where you are. We bring you advice that traditional advisors don’t offer to the masses. We streamline your strategy, with no requirement that you move your assets and no minimum investment.
The Astra team creates an ongoing relationship with you.
With Astra STARs, you get:
Regular check-ins to review your investments and assets
Education to help you understand new concepts and options
Personalized goal setting
Your Astra advisor on call
Coming Soon
Activate your Membership.
- Select the level that meets your needs, and an Astra advisor will get in touch to get started on your financial journey.
Create Your Financial Roadmap.
- Work with your Astra advisor to design a financial plan that gets you where you want to be and meets your goals for the future.
Live with Financial Clarity.
- Enjoy the peace of mind that comes with a strong financial plan and vision. We’ll check in regularly to make changes as your assets grow and your goals evolve.
Join the Astra STARs Club today
We streamline your fees and account management, help you get control over your financial goals, and plan for what’s ahead. We deliver all our services remotely – no need to come into our office!
Essentials: $59.99/month | $99 Set Up Fee
- 401k review
- Asset allocation
- Goal planning
- Debt reduction strategies
- Insurance planning
- Checkups with the Astra team
- 30 minute meeting semi-annually
Professionals: $99.99/month | $99 Set Up Fee
- 401k review
- Asset allocation
- Goal planning
- Debt reduction strategies
- Insurance planning
- Checkups with the Astra team
- 30 minute meeting semi-annually
Platinum: Concierge
- 401k review
- Asset allocation
- Goal planning
- Debt reduction strategies
- Insurance planning
- Checkups with the Astra team
- 30 minute meeting semi-annually