Coordinate your income, investments, and insurance for a lasting impact.

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About

North Star Resource Group is an independent financial services firm helping our clients start and stay the path to financial security. We are committed to your complete financial wellness, whatever life may bring.

Our name is derived from the unique organizational structure of resources in our firm. Our financial professionals have immediate access to numerous subject-matter specialists on everything from life insurance to investments to employee benefits.

Services

Your complete financial strategy in one place

No one financial strategy is universal. We offer comprehensive services so you can select the products and services that matter most to you and your family.

Financial planning

Your life is made of a million little moments and unforgettable experiences—some you plan for and some you would never imagine.

Financial planning helps you prepare for both, so you can be confident in a future that is safe for you and those you love the most no matter what the future brings.

Whether you are just getting started or want to check if you are on track for your goals, financial planning is valuable to anyone at any stage of life.

Investments

You invest to retire well, to contribute to a loved one’s education, to make your money last. You want to actively increase wealth while ensuring funds are available when those moments arrive.

Our investment specialists work with you to develop a portfolio that—with enough time, money, and patience—helps support your life goals.

Every step of the way, we seek to listen to your concerns and anchor your emotions. We equip you with the resources you need to achieve your short-term and long-term goals.

Life insurance

Every little moment counts when it comes to your family. Life insurance allows you to enjoy today, knowing your family’s future is provided for.

The purpose of life insurance is part of the name: life.

While no amount of money can replace your presence, life insurance can provide for your loved ones’ day-to-day needs, debts, and future milestones if you aren’t around.

Find an appropriate policy based on your income and needs. Then, enjoy the confidence of knowing you have everything needed to guard against the unknown.

Disability insurance

Disability insurance offers a solid base to any financial strategy. Accidents, illnesses, and injuries can happen to anyone, but with disability insurance, you can rest easy knowing your lifestyle and future goals are protected.

North Star can help you prepare for the unexpected.

Our financial professionals and specialists will help you find the appropriate policy based on your income and needs, so you have everything you need to guard against the unexpected.

Property and casualty

You need coverage at a competitive price, with a team of experts committed to the wellbeing of your finances and property.

As an independent brokerage firm, your satisfaction is our top priority, no matter which carrier you choose.

Employee benefits

Invest in your employees’ satisfaction.

Offering a well-rounded selection of benefits gives your employees confidence and security to be their best at home and at work.

Long-term care

You’ve worked hard, saved well, and planned for a great retirement with money left over to pass on to the next generation. Long-term health care planning can help you secure what you’ve spent so long to build.

The fact is people are living longer lives—more than one in three of today’s 65-year-olds will live to age 90.¹

This means you could spend 25 or more years in retirement, and some of those years may include a form of long-term health care to maintain your best life possible.

Whether you require at-home care, assisted living facilities, or nursing home care, long-term health care planning can help cover these costs when you cannot rely on government benefits and don’t want to drain your savings.

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