LoneStar Wealth Management

Financial consultant in Fort Worth, TX (show on map)

4 Lone Star offers comprehensive financial planning and wealth management services, specializing in federal employee benefits and retirement planning.

Call (214) 500-1112

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About

4 Lone Star is a financial services firm founded in 1997 by Michael Jon Byers and Mark Groom. They specialize in wealth management, retirement planning, and federal employee benefits.

The firm offers services such as Federal Employee Benefits Advisor, Generational Vault, Legacy Planning & Preservation, VA Benefits Advisor, Income Planning, Wealth Management Services, Investment Advising and Strategies, Tax Planning for Individuals, and Financial Services and Health. They also provide workshops, resources, and client logins. The company has multiple locations including Lubbock, Dallas/Fort Worth, Beavercreek, Ohio, Troy, Ohio, San Antonio, Texas, and Mentor, Ohio. Their mission is to educate and equip clients for financial success while avoiding market volatility.

Specialization in federal employee benefits

Generational Vault digital platform

Veterans Affairs financial advisory expertise

Services

Federal Employee Benefits Advisor

Assists federal employees in understanding and maximizing their retirement and benefits options.

Retirement planning Benefits analysis VA benefits guidance

Generational Vault

A secure digital platform for storing and managing important financial and legal documents.

Secure document storage Third-party data integration Monthly newsletters and alerts

Legacy Planning & Preservation

Helps clients preserve and transfer wealth to future generations while aligning with their values and goals.

IRA and legacy planning assessment Asset preservation strategies Multi-generational wealth transfer

Veterans Affairs Financial Advisor

Specializes in VA benefits for veterans, active duty, and surviving spouses, including Aid & Attendance Pension.

VA benefits analysis Aid & Attendance Pension guidance Federal benefit workshops

Income Planning

Develops personalized income strategies to meet clients' retirement and lifestyle goals.

Retirement income analysis Social Security optimization Tax-efficient income strategies

Wealth Management Strategies

Provides comprehensive wealth management solutions, including investment advising and tax planning.

Portfolio management Tax planning Risk management

Credentials & Certifications

Co-author of 'Planning a Secure Retirement'

Since 2023

Chartered Federal Employee Benefits Consultant (ChFEBC)

Since 2010

Financial Services Certified Professional (FSCP)

Since 2018

Frequently Asked Questions

What is the Generational Vault service? +

Generational Vault is a secure digital platform for storing and managing important financial and legal documents, providing a 24/7 access to accounts and documents.

How can veterans benefit from the Aid & Attendance Pension? +

The Aid & Attendance Pension provides monthly support to veterans, spouses, and surviving spouses requiring assistance with daily activities, potentially saving between $13,000 to $36,000 annually.

What documents are included in the Generational Vault? +

The Generational Vault includes a secure portal for sharing and storing important documents, third-party daily investment and banking data, and snapshots of financial assets and expenses.

What are the common IRA and legacy mistakes? +

There are 10 common IRA and legacy mistakes, and solutions are available to help ensure proper wealth transfer and preservation for future generations.