KF
Krissi Fleming
Client Services at Starfox Financial Services
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Work Experience
Client Services
May 2023 - Present · 1 years and 7 months
Bank Teller
Mar 2022 - Present · 2 years and 9 months
Homemaker
May 2009 - Present · 15 years and 7 months
Company Details
Starfox Financial Services, LLC. is an independent Registered Investment Advisor (RIA) with a focus on serving the unique needs of the high net worth investor. Because we are an independent RIA, we are able to offer wealth building tools and advice without bias or conflict of interest. Our in-house research team and tactical approach to wealth building and preservation offer a unique way to manage risk and address financial goals. Our Philosophy Our investment philosophy is based on an understanding that risks and opportunities associated with various asset classes change constantly as a result of changes in market and economic conditions. We believe it is vital to tactically adjust asset allocations as market and economic conditions change. Because of our tactical approach to risk management, we tend to be overweight in areas of increased value and underweight in areas of expense or excess risk. In House Research Team Our research team provides ongoing and real time analysis of a broad range of financial data, historical trends and economic indicators. Our broad based research provides a thorough understanding of current and potential market conditions and is a critical component in our tactical asset allocation strategy. Why We Are Unique Starfox Financial Services, LLC. is a fiduciary advisor with a duty to act for the benefit of our clients about all else. Our clients receive our un-divided loyalty and effort. Full Line of Investment Services and Products: - Tactical Asset Management - Financial Planning - Business Consulting - Insurance - 401(k) Fiduciary Services-section 3(21) - Employee Stock Option Plans (ESOP) Call today to find out what we can do for you!
Year Founded
2006
Social Media
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Industry
Financial Services
HQ Location
10077 Grogans Mill Rd Suite # 150 The Woodlands, Texas 77380, US
Keywords
financial planningsset managementbusiness consultinginsurance401k401(k) Fiduciary Services-section 3(21)Employee Stock Option Planswealth managementfinancial adviceCollege savings
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