Products and Services
Your Goals, Our Support
As an independent organization, we pride ourselves on the wide variety of products and services available to our clients. For each product or service offered, North Star has a dedicated team of specialists available to all financial advisors and their clients to answer any question or concern that may arise.
Learn more about our products and services offered by contacting a North Star Resource Group financial advisor. Read about our offerings below:
Fee-Based Financial Planning
A financial plan can help you prepare for life’s adventures, both known and unknown. Whatever your circumstances may be, our financial advisors are committed to helping you develop a well-rounded plan to examine your entire financial picture. Guiding you through both calm and turbulent times, an advisor can help you develop a comprehensive strategy.
Investments
As an investor, you want your assets to work for you in pursuing your financial goals. With so many choices available and avenues to take in investing your assets, your financial advisor can help sift through the sea of information to develop a well-thought-out strategy in determining the correct approach for you.
Life Insurance
As the financial services industry started out with a focus on life insurance, we too believe that life insurance is a solid foundation to any financial plan. We have the resources to guide you through multiple affordable options customized to meet you and your family’s needs. In the event of a tragedy, you won’t want to worry about financial matters.
Disability Insurance
As an employed individual, business owner or employer, you understand the importance of protecting and preserving what you have worked hard to create. Disability insurance offers a solid base to any financial strategy by mitigating risk and providing a sense of comfort to the insured and those dependent on them.
Long-Term Care Insurance
We can help decide on the right long-term care insurance policy for you, in order to reduce the risk of relying on unpaid caregivers or using up your retirement savings. With population changes, increasing lifespans and soaring healthcare costs, preparing for the possibility of needing long-term care has become an essential part of a comprehensive financial plan.
Employee Benefits
As an employer or business owner, offering a benefits package to your employees is a valuable way to boost productivity, improve morale and attract and retain top talent. Working with your financial advisor, our Employee Benefits team can assist you in obtaining an employee benefits package that is both of high quality and affordable for your employees.
Contact your financial advisor to learn more on how these topics can affect you and your family.
1820257 / DOFU 07-2017