Medical Division

Established in 2001, North Star’s Medical Division is comprised of financial advisors who specialize in working with medical and dental professionals. With their independence, expertise and access to quality products at competitive rates, a Medical Division advisor can provide you with a strategy tailored to your unique financial situation.

Medical-Division.jpgMedical and dental professionals lead busy lives—our advisors will help you build wealth and prepare for the future while taking your schedule into consideration. From repayment strategies on student loans to financial considerations when starting or joining a practice, a Medical Division advisor has the knowledge and experience necessary to address your specific needs and preferences.

Several areas that a Medical Division advisor is able to assist you with include:

  • Asset Protection Strategies*
  • Business Continuation/Exit Strategies
  • College Funding Options
  • Debt Management (student loans, personal loans, credit cards)
  • Fee-Based Financial Planning
  • Life Insurance Strategies
  • Physician-Specific Disability Insurance
  • Retirement Investment Strategies
  • Student Loan Repayment Strategies
  • Tax Minimization Strategies*
  • Wealth Accumulation

For the above topics and many more, the well-being of you and your family is the core focus of your advisor. Medical Division advisors benefit not only from the expertise of nearly 70 advisors in the Division, but also from the specialists and resources present at North Star. With specialists in topics from disability insurance to investments to long-term care preparation, Medical Division advisors are well-equipped to help prepare and guide your financial strategy as a medical or dental professional. 

For more on the Medical Division and to view a list of members, click here.


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