Broker Check
North Star Wealth Strategies LLC

 
 
 

777 Main Street, Suite 600
Fort Worth, Texas 76102

817.236.PLAN (7526)
rpetty@unitedplanners.com

Our Services

We provide assistance in the following areas:

Investments*

  • Bonds 
  • Common Stock
  • Options
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans*
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance


*These services are offered through United Planners Financial Services, Member FINRA/SIPC