Education Planning

Your Personal CFO
Consolidate, Simplify & Strengthen your financial life

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.


Determining how to fund a child’s education can be confusing. Evaluating available options to decide what is best for your family can depend on many factors. We help identify the best option for you based on what you’re saving for: pre-college or college, what school, and when they will be attending.

If you plan on saving for their education, determining the correct amount to save and where to save, along with how to factor in financial aid and scholarships are all important. Contact us today so we can help you prepare a personalized education savings plan.

Services Offered

  • Education needs analysis
  • Education savings vehicles
  • Financial aid
  • Gift/income tax strategies
  • Education financing

Why North Star Advisory Group

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.

The result is a unique plan that has the underpinnings of knowledge required to carry it forward, a plan that is thoroughly researched and vetted, yet flexible and responsive to life’s many transitions.

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