Services

Medical Professionals Technology Professionals Government Employees

We are your one-stop shop for growing and preserving wealth.

We offer comprehensive investment and insurance solutions, allowing you to manage your complete financial life through one relationship. For tax, legal, and real estate, we refer to trusted professionals with whom we regularly collaborate. Or, if you already have a favorite professional in that area, we can work with them to align your interests across categories.

You and your family’s financial coach

Comprehensive financial planning

You can gain financial clarity and confidence through comprehensive planning. Through this process, we align all the moving parts of your financial life for a greater goal.

Planning services include:

Goal tracking/accountability
Budgeting
Prioritizing life goals
Debt management strategies
Net worth statements
Real estate and asset review
Integrations with CPAs/attorneys

Learn more about our Financial Planning Resource Center →

Estate planning

Being intentional with money does not stop at your lifetime. Through estate planning, you can build a legacy for the people and causes you care about.

Services include:

Will and trust education/review
Wealth transfer strategies
Access to trustee services
Trust asset management
Legacy planning
Beneficiary review
Tax-efficient gifting strategies

Wealth management

Grow wealth over time with integrated investment, tax*, estate planning, and risk management solutions.

We help you navigate the noise and make informed choices that support your overall financial health and success and put your assets to work for you.

Services include:

Risk tolerance review
Portfolio selection
Individual fund selection
Self-employed retirement options
College planning
Rebalancing analysis
Rollover education

Risk management

With the proper insurance in place, you can protect your income and assets from risks that can potentially derail your goals.

As plan-first independent advisors, we balance proper coverage for your liabilities and how monthly payments affect your cash flow for other goals.

Full coverage review and recommendations for:

- Life
- Annuities
- Disability
- Long-term care
- Property and casualty
- Auto

Student loan repayment strategies

We support you in efficiently managing and paying off debt without sacrificing your other financial goals.

You will have access to a Certified Student Loan Professionals on the team who consult on loan forgiveness programs, strategic repayment plans, and refinancing options—all to provide you with clarity and confidence on how your loans fit into your lifelong financial strategy.

Complete business owner solutions

We work closely with businesses and medical practices, helping them take control of their success.

With guidance and the comprehensive business solutions offered through North Star, you will simplify your solutions and coordinate options that may save money, mitigate risk, and enhance profit potential.

Services include:

Group benefits plan options
Business succession planning
Business evaluation planning
Corporate structure and distribution planning
Buy/sell agreements
Employer retirement options
1099 planning (S Corp and K1)

Contact us to get started

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