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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Military families face unique challenges, making personal finance even more critical.
The uncertainties we face in retirement can erode our sense of confidence.
It sounds simple, but paying yourself first can really pay off.
An increasing number have been developed to help individuals with their personal finances.
For some, the social impact of investing is just as important as the return, perhaps more important.
One way to find money is to examine your current spending habits and eliminate money wasters.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.