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It's not just about the numbers, we know what your clients truly need. 

About Us


At Star Plan Brokerage, we treat our advisors like family and provide the personal touch that is so often missing from business today. Our goal is to be your long-term partner, guiding you and your clients through an ever-changing industry. We strive to ensure that your clients have the options they need by providing you with tools that help you bring clarity and sharpness to those client meetings. With so much information at our fingertips, wouldn't it be nice to know that you have a partner to assist you in defining what is important to help clients focus on their unique circumstances and their best path forward? That's the Star Plan way.



Product Support

Call us for advanced sales support. As an independent brokerage, we can provide guidance on which carriers or products to use for specific situations, as well as product education and marketing materials.

Personalized Service

Your job is to work closely and efficiently in support of your clients. Our job is to provide you with the tools you need to succeed. At Star Plan Brokerage, we don't believe in one-size-fits-all solutions.


With more than 15 years of experience in the financial industry, we have the experience and industry knowledge to support you throughout your career.

Contact Us
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