All Star Financial

04/05/2024

JOIN OUR TEAM!

We are looking for a part-time Executive Assistant. Contact us to learn more at [email protected]🙂

01/27/2023

Looking back, 2022 will be remembered for the great re-setting of asset prices as both stocks and bonds fell in tandem, undoing long-held beliefs in the risk-reducing benefits of simple diversification. With plenty of uncertainty still ahead in 2023, All Star Financial clients can feel confident that our investment and financial planning approach has successfully navigated 19 bear markets, led by our mantra, “It’s not how much you make, it’s how much you keep!”

Please take a moment to read our Q4 2022 wrap-up and insights in our latest newsletter!

QUARTERLY NEWSLETTERS Stay updated on current financial news and current events — read current and past Newsletters: 2022Q1 Newsletter Q2 Newsletter Q3 Newsletter Q4 Newsletter 2021Q1 Newsletter Q2 Newsletter Q3 Newsletter Q4 Newsletter 2020Q1 Newsletter Q2 Newsletter Q3 Newsletter Q4 Newsletter 2...

12/08/2022

COME WORK WITH US!

The holiday season is here and you know what that means…TAX SEASON is just around the corner! All Star Financial is looking to expand our team with two new tax professionals this season. If you or someone you know is looking for a new opportunity to work with an amazing group of people, check out our current openings on our website and apply today!

https://allstarfinancial.com/all-star-team/career-opportunities/

10/21/2022

Although there are still many unanswered questions, this quarter’s newsletter discusses why All Star believes we may be in for a longer but shallower recession. It also highlights the opportunities we have already taken advantage of over the past several years to prepare our clients' portfolios for this. Please take a moment to read our Q3 2022 wrap-up and insights in our latest newsletter!

QUARTERLY NEWSLETTERS Stay updated on current financial news and current events — read current and past Newsletters: 2022Q1 Newsletter Q2 Newsletter Q3 Newsletter 2021Q1 Newsletter Q2 Newsletter Q3 Newsletter Q4 Newsletter 2020Q1 Newsletter Q2 Newsletter Q3 Newsletter Q4 Newsletter 2019Q1 Newslett...

09/03/2022

Yesterday we celebrated the 35th anniversary of All Star Financial!

Our CEO and Founder, Bob Klefsaas, was one of the pioneers in using a "fee-only" approach to wealth management in the Twin Cities. Since 1987 our single passion has been to provide our clients with the highest standard of service and advice.

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 journeys.

Cheers to the next 35 years of All Star Financial!

07/22/2022

This quarter’s newsletter talks about the looming recession that our economy faces, and why we feel it is actually necessary to get us back to a more efficient and “healthy” economic cycle. Please take a moment to read our Q2 2022 wrap up and insights in our latest newsletter!

QUARTERLY NEWSLETTERS Stay updated on current financial news and current events — read current and past Newsletters: 2022Q1 Newsletter Q2 Newsletter 2021Q1 Newsletter Q2 Newsletter Q3 Newsletter Q4 Newsletter 2020Q1 Newsletter Q2 Newsletter Q3 Newsletter Q4 Newsletter 2019Q1 Newsletter Q2 Newslett...

04/25/2022

COME JOIN OUR TEAM!

All Star Financial is hiring a Junior Investment Analyst/Trader and a Retirement Plan Specialist. Visit our website for more information!

CAREER OPPORTUNITIES Real People. Real Answers. Right Time. As one of the first fee-only advisors in Minnesota, Bob Klefsaas built All Star Financial on a strong foundation of unwavering values. For over 30 years our team has passionately provided our clients with unbiased and holistic wealth manage...

04/19/2022

HAPPY TAX DAY!

Dave and the entire All Star Financial team is grateful for another successful tax season in the books! We feel lucky to have such amazing clients, like the ones who brought us this beautiful (and delicious) cake to celebrate the end of tax season and Dave's birthday!

03/25/2022

All Star Financial offers a variety of services from wealth management to tax preparation.

Consolidating your taxes, investments, and portfolio management allows for a more timely and proactive tax strategy. Our unbiased approach is guided by a deep responsibility to provide the absolute best service to our clients.

02/25/2022

All Star Financial is a fee-only wealth management firm, meaning our focus is entirely where it should be: our clients.

With the addition of Giliotti Tax Services to our team, our client-centric approach remains the same. The only change this transition brings is expanding the access our clients have to top level tax expertise.

Our goal is to provide holistic, YOU-focused wealth management and tax services for years to come!