Your Personal CFO
Consolidate, Simplify & Strengthen your financial life

Whether you need financial advice for a specific issue or you need a comprehensive financial plan, getting in touch with a North Star is the first step to securing your financial future.

Questions are often focused on a singular issue like expecting a baby and a need to review life insurance or opening a small business and a need to select a retirement plan. North Star will assist you in building your investor IQ so you understand how each question may affect other parts of your financial life. North Star’s financial planning services take a more comprehensive view of your financial and personal circumstances and are customized for your needs. Financial planning is the output of a collaborative process that helps maximize your potential for meeting your life goals. While our conversation may start on one of the many services that we provide, our comprehensive financial advice integrates other relevant elements of your personal and financial circumstances.

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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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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