OUR SERVICES

Call today about our comprehensive financial services for individuals and high net-worth individuals; trusts, foundations and charitable organizations; pensions and profit sharing plans; corporations, limited liability companies and other business types.

Tactical Asset Management

  • Managed Investment Accounts
  • IRA / SEP IRA / SIMPLE IRA / 401(k)
  • Defined Benefit Plan Management
  • Retirement Income
  • Trust Assets
  • Foundation Funds
  • Endowment Funds

Financial Planning

  • Retirement Planning
  • Monthly Income
  • Wealth Transfer Strategies
  • Planned Giving
  • Legacy Planning
  • Concierge Services

Investment Products

  • Stocks
  • Bonds
  • Mutual Funds (No-Load)
  • Exchange Traded Funds (ETF)
  • Closed End Mutual Funds (CEF)
  • Options Contracts
  • Real Estate & Real Estate Investment Trusts (REIT’s)
  • Commodities
  • CD’s / Money Market / FDIC Deposits
  • Insurance / Annuities

401(k) Fiduciary Services

  • Section 3 (21) Fiduciary Services
  • Fund Selection and Monitoring
  • REQUIRED Annual Reviews

Business Consulting

  • Acquisition/Liquidation Strategies
  • Employee Benefits
  • Cash Flow and Efficiency Review

Insurance

  • Life Insurance
  • Annuities
  • Individual and Group Supplemental Benefits AFLAC / Colonial Life

Minted Millionaire Advisory Services

  • Execution of Stock Options, Rights and Warrants
  • Early Retirement Opportunities

Starfox Financial Services, LLC (hereinafter “SFS” or the “Firm”) is a limited liability company, formed under the laws of the State of California, and registered with the California Department of Corporations as and Investment Adviser. SFS offers investment advisory services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations and other organizations. This Schedule F narrative provides clients with information regarding SFS and the qualifications, business practices, and nature of advisory services that should be considered before becoming an advisory client of the Firm.

Please contact Jose Palafox, Managing Member and Chief Compliance Officer if you have any questions about this Schedule F narrative. Additional information about SFS is available at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The CRD number for SFS is 142758.

Individuals associated with SFS will provide its investment advisory services. These individuals are appropriately licensed, qualified and authorized to provide advisory services on behalf of the Firm. Such individuals are known as Investment Adviser Representatives (SFSRs).

ASSET & PORTFOLIO MANAGEMENT

FINANCIAL PLANNING & CONSULTING

THIRD PARTY MONEY MANAGERS