Broker Check
1-260-428-7094
janna.henney@ceterais.com

Investment Services For Individuals & Families

Build A Plan For Your Life And Legacy

At STAR Investment Services, we serve individuals and families throughout Indiana, from Angola to Indianapolis, providing personalized support, educational guidance, and tailored financial solutions. Whether you’re planning for retirement, protecting loved ones, or leaving a legacy, our team of financial professionals show up when and how you need us, delivering trusted guidance for every stage of life.

Financial Planning

We create personalized financial plans that align with your goals, income, and resources. By analyzing your full financial picture, we provide clear steps to help you manage and enjoy your wealth today and prepare for tomorrow.

Retirement Planning

We help you design a retirement strategy that considers lifestyle goals, income needs, healthcare costs, and market risk, creating a flexible plan to support you throughout your retirement years.

Retirement Income Planning

We structure income strategies to turn savings and investments into sustainable cash flow, helping you cover essential expenses, plan for extras, and maintain financial stability and confidence throughout retirement.

Investment Solutions

Our financial professionals recommend diversified investment portfolios tailored to your risk tolerance, timeline, and objectives, helping you grow wealth steadily while adjusting for market changes and personal milestones.

Insurance Planning

We review your risks and recommend life, disability, and long-term care coverage to help safeguard your family’s financial well-being against the unexpected.

Legacy Planning

We help you create an estate strategy that reduces complications for your heirs, aligns with your wishes, and preserves wealth to benefit future generations and causes you care about.

Tax Planning

Our financial professionals design tax-efficient strategies to help minimize liabilities, maximize deductions, and coordinate investments and income decisions for better long-term results.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice.

Investment Solutions

  • ★ Mutual Funds
  • ★Exchange Traded Funds (ETFs)
  • ★ Equities (individual stocks)
  • ★Fixed Income (bonds, CDs, treasuries)
  • ★ Annuities
  • ★Securities
  • ★Real Estate Investment Trusts (REITs)

  • ★Alternative Investments
  • ★ Life Insurance

Have a Question?

Thank you!
Oops!

How We Work Together

Explore our collaborative process designed to simplify the complex.

Explore Our Approach

Who You’ll Work With

Connect with financial professionals in Indiana who care for you like family.

Meet The Team

Contact Us

Let’s connect and start building a plan for the life and legacy you want.

Start The Conversation