How We Can Help

Every person is different and they deserve a financial plan that is as unique as their goals. At North Star Strategies, clients receive customized strategies that fit their circumstances and can grow with them through the many milestones of life.

Many people aren’t armed with a financial plan because they don’t know where to start. From the first meeting, we strive to be the firm clients can trust to appropriately manage their assets so they can focus on their passions in life. Whether a client is concerned with not having enough money to last through retirement or how to structure an estate plan that is in-line with their vision, they can turn to our firm as a go-to resource for their financial needs.

Specializing in comprehensive financial planning, we can answer a number of questions clients may have, such as:

• When can I retire?
• What’s the risk in my investment portfolio?
• How can I protect the wealth I’ve worked hard to build?
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?
• Should I consider long-term care insurance?
• How can I create a steady stream of income that lasts through retirement?
• How can I get the most out of my 401(k) and/or IRAs?
• Can I afford to send my child to college?

By providing ongoing education and guidance, our goal is to help clients make wise financial decisions. With a financial plan in hand, you may feel more empowered to pursue financial independence.