About us

We have a responsibility to honor our creed of Changing Lives, Forever®. Through changing a client’s financial situation, we strive to create healthier, wealthier, and happier lives. We are responsible for providing financial security and dignity to our clients.

We have faith in each other, our organization, our independence, and our partners. We have faith in the goodness of people to do the right thing. We have an obligation of loyalty and fidelity to our promises and to our actions. We have faith in the work of our clients, financial professionals, and team members to improve lives and futures.

We strive to work together to provide ethical solutions of the highest standard for our clients and their families. We are committed to lead with integrity and ethical conduct in all our relationships. We do what we say we are going to do, and we tell the truth.

We must continually grow in our ability to serve our clients, to serve each other, and to grow new financial professionals to reach more people who will benefit from our ability change their lives forever. The people who are part of the North Star family evolve together and become better than when we first met them.

We are grateful for the clients we serve and our ability to contribute to them reaching their financial and life goals. Our work is made possible by our colleagues, our organization, and our industry, and we are grateful for all the support we receive. We willingly share our gifts by giving back to deserving causes.

We strive to provide an exceptional client experience through a personal connection that is supported by wisdom, knowledge, and information. First and foremost, we seek to understand our clients, our financial professionals, and our team members. We then craft long-term solutions that foster enduring relationships. Technology supports our service delivery, yet it cannot replace a valued human connection.