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.
Helpful Content
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How Income Taxes Work
A quick look at how federal income taxes work.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Infographic: Whole Life Insurance Can Be an Essential Piece
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Infographic: The Whole Story of Dividends
The whole story of dividends
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.