Building a Plan
How do we plan for a whole life? At North Star we work with individuals and businesses, to create financial strategies for each unique goal. North Star's mission is to create an environment where our clients have easy access to time tested financial strategies and personalized planning services.
Financial Advice Shouldn't Be Complicated
We understand that the quest for a comfortable retirement has never been more challenging. Americans are living longer, healthcare costs are rising, and pension plans are disappearing. North Star focuses on helping our clients reach their goals by guiding them though our comprehensive planning process.
Group Retirement Plans
At North Star we partner with businesses helping design and maintain group retirement plans. Our process and status as co-fiduciary services helps give our clients the retirement plans they need while working to limit their administrative obligations.
