Navigating Your Financial Voyage
Welcome, to North Star Strategic Wealth Partners. We work with individuals, businesses, and credit unions to create financial strategies for investment, retirement planning, risk management, deferred compensation implementation and management, college savings, and estate planning. We offer a wide array of suitable investment options and planning for all individuals. North Star advisors are seasoned professionals in designing and maintaining retirement benefits for both large and small companies. As fiduciaries, we are obligated to place your interests at the forefront of our advice and investment strategies as we work toward successfully achieving your goals. North Star's mission is to create an environment where individuals have easy access to on demand financial services as well as intimate access to our investment professionals.
Our business was founded in 1983, and has since developed into a full-scale firm that is capable of covering all avenues of 401(k) Plan design, wealth accumulation, and financial planning. We understand that the quest for a comfortable retirement has never been more challenging, for individuals and businesses. Americans are living longer, healthcare costs are rising, and pension plans are disappearing. After almost a decade of economic upheaval, market volatility and low interest rates, investors are seeking guidance to turn the idea of a comfortable retirement into a reality. We are here to help navigate the pitfalls and minefields, and give individuals, business owners, and 401(k) plan participants, a successful plan for retirement.Contact Us
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
An increasing number have been developed to help individuals with their personal finances.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
How literate are you when it comes to your finances? Brush up with these five basics.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate conservation is too important to put off. Do you have a smart exit strategy?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.