LodeStar Advisory Group, LLC is an independent financial service that combines financial planning and asset management. Its offices are located in Short Hills, New Jersey and Scottsdale, Arizona. The financial planning services include employee benefit programs, education funding, estate planning, retirement planning, tax planning, insurance and risk management options, investment strategies, cash flow analysis, and debt planning. The firm's clients also have access to multiple stock options. When managing assets, the firm employs tax minimization strategies, including location optimization, tax-aware trading, tax-lot accounting, tax-loss harvesting, managing over the holding period, transitioning of low-cost basis stock, and deferring the realization of gains.
Short Hills, NJ, 07078