For Individuals
Financial Planning
Your Goals, Your Plan, Our Expertise
Developing a financial plan is the cornerstone to protecting your family, educating your children and having the retirement you deserve. Let NorthStar Financial Partners help you develop and implement your plan today.
Financial Planning Process
Our thorough process will make sure that all of your bases are covered and guide you to the next steps ... learn more
Organizing Your Finances
Finances all over the place? Let us help you sort things out ... learn more
College Planning
College costs are annually increasing—what is your plan? ... learn more
Estate planning and charitable giving
We can help you set up your legacy to ensure you leave behind what you want to who you want upon your death ... learn more
Plan
We listen to your goals, discuss your unique situation, and work with you to lay out a financial road map.
Invest
Having a road map is a good start, but you need the right vehicle to take you to your destination. Our investment vehicles are tailored to your plan.
Review
Every road trip has unexpected detours. We regularly review your plan and your investment vehicles to help you reach your destination.
Here are some additional ways your NorthStar Financial Partners advisor can guide you:
INVESTMENT MANAGEMENT
- Our Plan, Invest, Review Process
- What our fiduciary standard means for you
- Tax-efficient investment solutions
- Enhanced technology to see and manage your investments
RETIREMENT PLANNING
- Things to consider when approaching retirement
- Changing course during retirement
- Understanding options with Social Security
- How to make your money last
INSURANCE PLANNING
- Quick term insurance quote
- Life insurance to protect your family/plan your legacy
- Long-term care insurance/chronic illness
- Disability insurance
As part of our commitment to educating clients on financial matters, we’re proud to provide helpful articles and resources to help you expand your personal knowledge and achieve financial success.
