Insurance Planning

Your Personal CFO
Consolidate, Simplify & Strengthen your financial life

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.


Insurance planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks. Figuring out the type of insurance you need, how much insurance you need, and the correct solution are all critical when trying to mitigate this risk. Insurance can provide you with the peace of mind that you and your family will be protected should something unexpected occur. Contact us today to start your personalized insurance review.

Services Offered

  • Needs analysis and evaluation of risk exposures
  • Policy and company selection
  • Life insurance (individual, key man & buy/sell)
  • Long‐term care insurance (individual)
  • Disability income insurance (individual)
  • Health insurance and health care cost management (individual)
  • Annuities
  • Business uses of insurance

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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