Services for individuals and families
Independent and unbiased financial direction
At North Star Providential Legacy Group, we pride ourselves on offering every client independent and unbiased financial services. Our broad experience and commitment to integrity ensure our recommendations are always in your best interests so you can take advantage of every opportunity and steward financial health and growth for the future.
We believe financial planning is the foundation of a secure and prosperous future. Our holistic financial planning services help you define your goals, assess your current financial situation, and develop a roadmap for achieving your ideal future.
Investing wisely is key to building wealth. However, your investment strategy will depend on your risk tolerance and time horizon. Our personalized investment management helps you grow and protect your assets over the long term.
Managing wealth requires diligent oversight and strategic decision-making. At North Star Providential Legacy Group, our wealth management services help you preserve, grow, and transfer your assets in a tax-efficient manner.
Tax planning strategies can help you minimize tax liability and maximize after-tax returns. From retirement account optimization to estate tax planning, we’ll work with you to develop a tax strategy that aligns with your objectives.
Investing in your children’s education is one of the most important decisions you can make for their future. Our education planning services can help you save for college while minimizing the impact on your overall financial plan.
Planning for retirement is one of the most important financial decisions you will ever make. Our team is here to help you plan for every aspect of your retirement and achieve your goals so you can enjoy the lifestyle you’ve always dreamed of.
Protecting your loved ones against life’s uncertainties is essential. Insurance planning can help you identify and address potential risks and develop a customized insurance strategy that can provide financial security for you and your family.
Insurance solutions we offer include:
- Life insurance
- Disability insurance
- Property and casualty insurance
- Long-term care insurance
Your family is everything. From wills and trusts to succession planning, we’ll work with you to develop a customized estate plan that protects your assets, minimizes taxes, and ensures that your legacy endures for generations to come.