Lone Star Wealth Strategies

Lone Star Wealth Strategies Retirement Income specialist and exit strategy design. Provide financial services to business and individuals Chuck Wright CLU is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.

Additionally, Chuck Wright CLU is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 2967 Hancock Dr Frisco Texas 75033 214-618-0699 Chuck Wright CLU is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am not licensed in all jurisdictions. Neither Lone Star Wealth Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Lone Star Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

From my friend Tom Hegna, some great tips for enjoying a happy retirement.    https://tomhegna.com/blog/7-tips-to-a-happ...
09/15/2020
7 Tips to a Happy Retirement

From my friend Tom Hegna, some great tips for enjoying a happy retirement. https://tomhegna.com/blog/7-tips-to-a-happy-retirement?utm_source=ActiveCampaign&utm_medium=email&utm_content=Help+Your+Clients+Retire+Happy%21&utm_campaign=15SEP2020+Newsletter%3A+7+Tips+to+a+Happy+Retirement+tall+blog+infographic&vgo_ee=UQpacKRFpZTqj262%2BjSsJJ%2FMTfx17MFWpD0ffucQ1Us%3D

Here are seven non-financial things to consider when planning retirement. If your client has been talking about one of these, use that to start a conversation.

02/12/2020
Love Takes Action | :60 Commercial | New York Life Insurance

For the past 34 years (on 1 Feb), I have worked for one company. . . though in several divisions. . .now it's Eagle Strategies' Financial Planning division and my firm is Lone Star Wealth Strategies. In those 34 years, I am not sure a commercial has so summed up the values at the very core of what we do.

This is our Super Bowl commercial, it is outstanding

https://www.youtube.com/watch?v=-3LTR32dMgI

The Ancient Greeks had four words for love. The most admirable is called agápē. Love as an action. For 175 years, we’ve been helping people act on their love...

A truly amazing and appropriate tribute to our fallen this week.   And remember behind every dog tag is a grieving famil...
07/01/2019
Large memorial made from dog tags of fallen U.S. soldiers is coming to D.C.

A truly amazing and appropriate tribute to our fallen this week. And remember behind every dog tag is a grieving family. Freedom isn't free.

WASHINGTON (ABC7/WJLA) – The Veterans & Athletes Fallen Heroes Memorial is coming to the Pentagon in October. On Memorial Day in 2018, the VAU completed their traveling Global War on Terror Memorial flag to honor 7,000 veterans of the War on Terror and Gold Star families. The flag was created....

Congrats to MainStay Funds, the mutual fund arm of New York Life Investments, for being ranked #2 by Barron's in their 2...
04/01/2019

Congrats to MainStay Funds, the mutual fund arm of New York Life Investments, for being ranked #2 by Barron's in their 2018 list of The Best Fund Families! MainStay also finished #2 in U.S. Equity and #3 in Tax Exempt Bond. Contact me to learn more about our award-winning fund family: http://bit.ly/2XZxwJU.

04/01/2019

"Seeing is believing, but sometimes the most real things in the world are the things we can't see." ~The Polar Express

Gotta love GREAT press.   2 of our favorite recommendations of funds for our clients finished #1 and #2 in the 2019 Barr...
03/20/2019
Barron’s Fund Family Ranking: How the Best Active Managers Performed

Gotta love GREAT press. 2 of our favorite recommendations of funds for our clients finished #1 and #2 in the 2019 Barron's report of top actively managed funds.

We strive to add real value to our clients and the best way of doing that is adding to their bottom line.

https://www.barrons.com/articles/best-mutual-fund-families-barrons-2019-51552079249?tesla=y

Active fund managers found their skills tested in 2018. Barron’s ranks the best-performing families of funds.

Changing jobs can also mean a change in your long-term financial strategy. What changes do you plan to make to better ac...
03/11/2019

Changing jobs can also mean a change in your long-term financial strategy. What changes do you plan to make to better achieve your goals for yourself and your family? Let me know in the comments below.

Not sure what to do now that you've reached retirement age? Don't worry, you're not alone. Share your questions in the c...
02/14/2019

Not sure what to do now that you've reached retirement age? Don't worry, you're not alone. Share your questions in the comment section below.

Wanted to share a small professional brag. Today marks my 20th year as a member of the Million Dollar Round Table. The o...
02/04/2019

Wanted to share a small professional brag. Today marks my 20th year as a member of the Million Dollar Round Table. The oldest and most prestigious organization in my industry.

This would not be possible without the trust and loyalty of long time friends and clients.

A level of success that at one point appeared unachievable, a managing partner once said: The Definition of insanity was doing the same thing over and over but expecting different results. To reach this goal I had to be different, to apply my self in way which better served my friends and clients 1st.

Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 66,000 of the world's leading financial services professionals from more than 500 companies in 72 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the financial services business.

01/02/2019

Ben Franklin once said, “Resolve to perform what you ought; perform without fail what you resolve.” This little ditty is heavily quoted during this time every year as people make their goals for the coming year.

But what many may not realize is that Franklin’s famous quote is part of a longer list of 13 goals and resolutions which Franklin made in his youth. As his autobiography tells us, Franklin concentrated on one goal each week, and in doing so, was able to make his way through the list four times a year.

Such a practice, Franklin admitted, clearly demonstrated just how far short he fell in these areas. Yet his self-examination was not in vain, for in his old age he was able to look back and see how his practice of these principles had given him the successful life he enjoyed.

Are you approaching the New Year with an eye toward personal improvement, but unsure of where to start? Why not check out Ben Franklin’s list of resolutions and consider adopting one or more for yourself?

1. Temperance
Eat not to dullness; drink not to elevation.

2. Silence
Speak not but what may benefit others or yourself; avoid trifling conversation.

3. Order
Let all your things have their places; let each part of your business have its time.

4. Resolution
Resolve to perform what you ought; perform without fail what you resolve.

5. Frugality
Make no expense but to do good to others or yourself, i.e., waste nothing.

6. Industry
Lose no time; be always employed in something useful; cut off all unnecessary actions.

7. Sincerity.
Use no hurtful deceit; think innocently and justly, and, if you speak, speak accordingly.

8. Justice
Wrong none by doing injuries or omitting the benefits that are your duty.

9. Moderation
Avoid extremes; forbear resenting injuries so much as you think they deserve.

10. Cleanliness
Tolerate no uncleanliness in body, clothes, or habitation.

11. Tranquillity
Be not disturbed at trifles, or at accidents common or unavoidable.

12. Chastity
Rarely use venery but for health or offspring, never to dullness, weakness, or the injury of your own or another's peace or reputation.

13. Humility
Imitate Jesus and Socrates.

Was reminded last week that one part of what we do can make the greatest impact at a family's worst point in time.One of...
09/20/2018
Life is for Living

Was reminded last week that one part of what we do can make the greatest impact at a family's worst point in time.

One of my longest friends in DFW was diagnosed with terminal cancer and has 8 months or less to live. When he was laid off a year ago, he debated dropping his life insurance. Fortunately he didn't and because of the diagnoses, we will pay the claim in October. This will make all the difference in the world to his family.

I will miss my friend but thankful I can offer more than condolences to his family.

https://www.lifehappens.org/lifeisforliving/?utm_source=Life+Happens+Pro&utm_campaign=ee371ee2ca-EMAIL_LifeisforLiving_2018_09_19&utm_medium=email&utm_term=0_e22f7c66ad-ee371ee2ca-146391525

At Life Happens, we know that life is for the living. Our mission is to make sure that consumers live on...with life insurance.

The July jobs report reflects what we would expect to see at full employment –  a “goldilocks” report. Economists Poul K...
08/24/2018
Goldilocks jobs

The July jobs report reflects what we would expect to see at full employment – a “goldilocks” report. Economists Poul Kristensen and Lauren Goodwin explain.

The labor market continues to strengthen as unemployment maintains its downward trend. Even with gradual growth in the labor force, the July jobs report reflects what we would expect to see at full employment – in other words a “goldilocks” report. Even though the headline jobs increase of 157...

Years ago I read the book Value Based Selling, which is basically keep your clients 1st at all times.  I have worked har...
07/27/2018
Building Your Future With Values Based Financial Planning

Years ago I read the book Value Based Selling, which is basically keep your clients 1st at all times. I have worked hard to follow those values and it has served me well. Interesting article on Value Based Planning. https://www.forbes.com/sites/jbrewer/2018/07/24/building-your-future-with-values-based-financial-planning/#52cdba5116c2

Use values based financial planning to ensure that you are following your values, not someone else's. Work with your CERTIFIED FINANCIAL PLANNER™ to identify your values to build a better financial future for you and your family.

05/28/2018
Goodbye Cheap Oil

After hitting a 3-year high, the price of oil is unlikely to decline in the near term.

After hitting a 3-year high the price of oil is unlikely to decline in the near term. Connect With Us! Blog: https://mainstayinvestmentsblog.com/ LinkedIn: h...

3 reasons why investors shouldn’t fear the recent market sell-off.
05/03/2018
No Real CAT-alyst for Sell-off

3 reasons why investors shouldn’t fear the recent market sell-off.

The equity markets sold off yesterday (with the S&P 500 down -1.34% and the Dow down -1.76%), even though corporate America is well on its way to a record-breaking profit season. So, why the sell-off? Pointing the Finger It’s tough to say. A surging 10-year U.S. Treasury yield might have something...

Proud Veteran Owned business
03/12/2018

Proud Veteran Owned business

Thanks to my friend and fellow Election Judge Shelia Wyatt, we have updated our Lone Star Wealth Strategies logo.   Ask ...
03/07/2018

Thanks to my friend and fellow Election Judge Shelia Wyatt, we have updated our Lone Star Wealth Strategies logo. Ask us how we can help you retire up to 2 years earlier. . . . .

Don’t let volatility scare you away from the market. See how these 5 tips can help even the most cautious investor.
03/05/2018
5 Tips to Weather a Turbulent Stock Market

Don’t let volatility scare you away from the market. See how these 5 tips can help even the most cautious investor.

Market volatility is normal. Don’t fret. This advice from professionals could help prevent a volatile ride from derailing your financial planning.

Lone Star Wealth Strategies's cover photo
02/16/2018

Lone Star Wealth Strategies's cover photo

01/11/2018
Fox Business

Want to see what happens when you cut taxes? Here's an immediate impact to hourly employees at Wal Mart. The changes across industries should be dramatically positive for America in 2018 and beyond.
https://www.facebook.com/FoxBusiness/videos/10156097778895238/

BREAKING NEWS: Walmart said on Thursday it would raise entry-level wages for hourly employees to $11 an hour as it benefits from the biggest overhaul of the U.S. tax code in 30 years. Walmart says the increase would take effect in February and that it would also expand maternity and parental leave benefits and offer a one-time cash bonus of up to $1,000. http://fxn.ws/2Fr7Yfq

As many of you know, ours is a Veteran Owned Business and this past week, we focused on honoring those who have done so ...
12/19/2017

As many of you know, ours is a Veteran Owned Business and this past week, we focused on honoring those who have done so much.

We participated in Wreaths Across America, honoring our veterans at DFW cemetery and were present when Woody Williams dedicated his 30th monument to Gold Star Families.

Woody is the last surviving Marine Medal of Honor recipient from World War II and founded the Gold Star Family Foundation to honor those who have lost a family member in direct defense of our country (Blue Star families are those with family members serving in harm's way).

Address

2967 Hancock Dr
Frisco, TX
75033

Telephone

(469) 888-4757

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Our Story

Chuck Wright CLU is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

Chuck Wright CLU is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 2967 Hancock Dr Frisco Texas 75033 469-888-4151

I am not licensed in all jurisdictions. Neither Lone Star Wealth Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Lone Star Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

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