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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
How Medicare can address health care needs in your retirement strategy.
Military families face unique challenges, making personal finance even more critical.
There are common mistakes you can avoid when saving for retirement.
Here are five facts about Social Security that are important to keep in mind.
Building wealth requires protection from the forces of wealth destruction.
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
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.
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.
Investors seeking world investments can choose between global and international funds. What's the difference?
Bucket lists don’t have to be for tomorrow.
When you retire, how will you treat your next chapter?
Doing your research is key before buying a vacation home.
There are hundreds of ETFs available. Should you invest in them?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?