Undeviating Commitment to Superior Client Service
Today’s financial climate offers both unprecedented opportunities and challenges, which can be overwhelming for those who may not be well-versed in the markets. At North Star Wealth Strategies, our mission is to help clients understand the opportunities available and the challenges they may face by offering three key tools:
- A clear understanding of your financial goals;
- A well-defined roadmap for achieving those goals; and
- Ongoing advice and adjustments to your roadmap when your needs and circumstances change.
We work closely with clients to develop a cohesive financial plan that addresses their entire financial picture, needs, and objectives. This roadmap is designed to help them understand where they are today and how they can pursue their goals tomorrow and in the years to come. By keeping our firm small, clients receive more personalized service and ongoing guidance that often results in long-lasting relationships.
Based in Fort Worth, Texas, we serve clients throughout the greater Fort Worth/Dallas area and Texas. We welcome the opportunity to learn more about your financial concerns and discuss how we may be able to help you.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
What kind of auto insurance should you have? Do you know?
Beware of these traps that could upend your retirement.
When to start? Should I continue to work? How can I maximize my benefit?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a few things to consider when buying or leasing your next vehicle.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Smart investors take the time to separate emotion from fact.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.