Your Personal CFO
Consolidate, Simplify & Strengthen your financial life

Life isn’t one-size-fits-all and we believe financial planning shouldn't be either.
We listen, assess, and present a thoroughly researched plan that flexes to all of life's uncertainties.

Overview

There’s something more powerful than luck or coincidence to help bring financial independence within reach – planning.

As professionals dedicated to continuing education and a high standard of ethics, we leave nothing to chance. We coordinate with other trusted professionals to ensure seamless management of your assets with services that range from portfolio management, insurance, tax, estate, retirement planning and beyond.

Life isn’t one-size-fits-all and we believe financial planning shouldn't be either.

We listen, assess, and present a thoroughly researched plan that flexes to all of life's uncertainties.

Timely Topics

Covered call strategies

November 2024

November 1, 2024

Inflation update

October 2024

October 1, 2024

Medicare changes

September 2024

September 1, 2024
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Services

Financial, Retirement & Income Planning

North Star offers all-encompassing financial services for you, your family, and your business. As Your Personal CFO, we evaluate and plan for your complete financial picture, regardless of size or complexity.
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Education Planning

Planning for a child’s future can be exciting and stressful at the same time. North Star’s education planning will alleviate that stress so you can wholly focus on the joy of parenting your child.
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Insurance Planning

North Star can help you develop an insurance plan that will shelter you and your family from financial loss. Whether that loss is due to death, disability or long-term care needs, having the right type and amount of insurance in place is critical.
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Investment Planning

An investment plan is more than trying to pick the next hot stock. North Star can help you develop an investment plan tailored to your specific goals by selecting the right investments and the allocation of those investments.
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Tax & Estate Planning

Two things in life are certain, DEATH and TAXES. While no one likes to pay taxes, North Star can help you develop a tax plan to manage your taxes now and in the future. Along with your attorney, North Star can help you plan for incapacity and death.
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Retirement Plan Design & Setup

A retirement plan can be a great benefit for you and your business, but not all plans are created equal. Some plans are hassle-free, affordable and provide flexible tax strategies for business owners; while other plans can be cumbersome, rigid, and leave business owners feeling stuck. That’s why we take the time to learn more about your situation so we can help you choose which retirement plan is best for you and your business.
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Client Portal

Intuitive dashboards and secure integrations are updated every day to deliver a sophisticated & modern client experience.
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  • Asset Allocation

    Enables you to view your portfolio by account value, style, class or holding.

  • Performance

    Reports your portfolio’s rate of return and compares against a custom blended benchmark based on your portfolio’s allocation.

  • Activity Summary

    Tracks how much you started with, all additions or withdrawals, gains and losses and your ending balance.

  • Security

    The highest security standards are built into the platform and monitored by seasoned data and privacy professionals. Access is granted via multi-factor authentication, device registration, and permission controls.

Individuals & Families

North Star takes a holistic approach to helping its clients reach their financial goals. We stress the importance of counseling individual clients, understanding their needs and concerns, and building customized financial plans.
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Businesses

North Star is dedicated to helping businesses grow and succeed. North Star can assist a company with the selection, the setup, and the maintenance of your company’s benefits which may include retirement plans, health insurance, life insurance, tax and estate planning.
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