Retirement Plan Design & Setup

Your Personal CFO
Consolidate, Simplify & Strengthen your financial life

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.


Choosing and designing the right retirement plan for your business is particularly important. The type and design of the plan you choose will help determine the size of the contributions that you can make, size of the tax deductions, amount you will have to contribute for your employees, rules and costs for your plan. One plan and design might be right for your business now, however that does not mean it will still be right five years down the road. Our plans are custom designed to evolve with your business. North Star will be there for your company through the entire process from design, setup, ongoing maintenance and even closing down a plan. Contact us now to start your retirement plan review and design.

Services Offered

  • Key factors affecting plan selection for businesses
  • Qualified plan rules and options
  • Types of retirement plans – SIMPLE, SEP, 401k & Cash Balance Plans
  • Other tax-advantaged retirement plans – 403b, 457, Pensions, ESOP…

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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