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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Healthy habits are one of the greatest gifts to give your child.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How does your ideal retirement differ from reality, and what can we do to better align the two?
Pundits say a lot of things about the markets. Let's see if you can keep up.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Smart investors take the time to separate emotion from fact.
What does your home really cost?