The North Star Financial Group is a full-service financial planning firm committed to helping people pursue their financial goals. We offer financial products and insurance services to both individuals and business owners.
As your financial planners, our first step will be to get to know you, your life circumstances, and your goals. Then, using that information, we’ll help you create a personalized, realistic plan to work toward your goals.
We don’t use standardized services or strategies because our desire is to help you not only plan but also fully understand our recommendations so that you can make the most informed, wise choice for you and your family.
We work with clients at all levels of financial experience and assets, and we are thrilled to work with young people who are just beginning their careers and families. We’re eager to help you develop a plan for your finances that will move you forward toward your personal goals more efficiently.
We believe that family needs to be a top priority —ours and yours — and we operate under that belief as we make our recommendations — whether they be for your personal financial future, the legacy you leave your heirs, or the care of aging family members. We offer experience and expertise in all stages of life.
We can help you see the big financial picture and set achievable goals, goals that will help you care foryourself and those you love in the best way possible.
Please contact us, and let's see how we can work together.