North Star Consultants – Baltimore / Washington D.C.
Helping business owners, physicians, and dentists make their finances a source of strength and comfort
We believe everybody deserves a values-based financial plan. You deserve a sense of financial security!
While money can often be an uneasy topic, the team at North Star Consultants – Baltimore / Washington D.C. provides high-touch of personalized service so you can feel confident and comfortable in your financial decisions.
You have worked hard to establish your business and practice. Now it’s time for you to build a financial strategy with efficient solutions based on your vision.
With the appropriate resources, you can protect yourself—your income—and access the strategies working toward your goals and priorities for your future lifestyle.
To do this, you need to select the vehicles and strategies most relevant to your situation. Through North Star’s independent platform and specialists, you’ll have access to your choice of the nation’s top options.
Asset protection strategies*
Manage the risks that could derail your goals, deplete your assets, and threaten your income.
Disability protection designed to cover your most valuable asset: Your income.
If you become too hurt or too sick to work, occupation-specific disability insurance helps prepare you and your family to maintain your lifestyle without sacrificing long-term goals.
Student loans, personal loans, and credit card debt can all weigh you down financially and emotionally. Develop a tax-efficient pay-off strategy that empowers you to reach your goals.
Life insurance strategies
You can provide long-lasting security for your family through life insurance. We can help you determine the level and type of coverage you need to fortify your family against the unknowns.
Tax minimization strategies*
Complete investment strategies must consider tax efficiency.
We consider the impact of taxes for each strategy recommended, considering only the options appropriate for your situation.
Future lifestyle funding options
Work with the team to select a retirement strategy that will help you diversify your investments and protect your dreams for the future.
Your business and practice are one of your largest life and financial investments. When you are ready to plan an exit strategy, we are here to help you address financial and tax considerations.
College funding options
While college costs continue to rise, many parents, grandparents, and family members are looking for ways to support their loved ones in accessing higher education. You can establish investment accounts and strategies that will help you provide for your family when it matters the most.
Connect wtih the team