Financial, Retirement & Income Planning

Your Personal CFO
Consolidate, Simplify & Strengthen your financial life

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.


Financial, retirement and income planning are not a one-size-fits-all solution. We custom design a plan based on your specific goals, circumstances and resources.

Our planning process is comprehensive enough to consider all aspects of your life, yet flexible enough to evolve with your needs and goals. Contact us today to walk through our proprietary planning process using our inhouse-built software.

Services Offered

  • Personalized financial plan
  • Integrated dashboard showing all accounts
  • Cash flow management
  • Market and economic concepts
  • Inflation analysis
  • Financial counseling
  • Debt management
  • Retirement needs analysis
  • Social Security and Medicare
  • Types of retirement plans – IRA, Roth and work retirement plans
  • Distribution rules and taxation
  • Retirement income and distribution strategies
  • Business succession planning

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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