About

The North Star Houston team was established to offer white glove financial planning for small business owners, independent contractors, and high-income individuals.

As a client of North Star, we work with you to make important financial decisions with confidence, helping you progress toward your financial goals.

Our process uses creative problem solving, a high level of expertise, and a transparent fee structure to conduct in-depth analysis before any recommendations are made. We provide our clients with a personalized and detailed action plan, and then we review frequently to hold them accountable.

Our comprehensive service is designed to give you time to focus on your passions and family.

The ideal client of North Star – Houston is committed to working in partnership with us for financial progress. We work with an open-door policy, encouraging clients to bounce ideas off our team and utilize our guidance throughout the year.

Services

Comprehensive fee-based financial planning

Comprehensive planning brings your whole financial picture together to give you a forward vision for efficiently reaching your goals.

Your financial plan will include all areas of your financial life, including risk management, debt management, retirement strategies, and wealth accumulation.

Closely held business planning

Your business is often your largest (and most liquid) asset. We help business owners structure their cash flow efficiently and use their business to accumulate wealth. We do this by designing qualified retirement plans, working in tandem with your tax professional, and sealing off unique risks to your business.

Risk management

Life and disability insurance

With your success resting on your income and health, effective risk management is a crucial foundation to any financial strategy. We will review your current risks and policies and optimize to fill gaps as needed, helping protect your income and assets from the unexpected.

Debt management

Learn when debt is a tool and when it’s a liability for your future financial success. We can help you establish strategies for efficiently managing and paying off debt without sacrificing your other financial goals.

Wealth management and investments

As an investor, you want your assets to work for you in pursuing your financial goals. We help you navigate the noise and make informed investment strategies that support your overall financial health and get you closer to reaching your long-term goals.

Retirement strategies

Whatever your hopes for retirement, a financial strategy can help. As our client, we help you diversify your portfolio and reallocate your assets up to and through your retirement years, giving you a sense of financial security while you pursue what matters most.

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