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.


We listen to your goals, discuss your unique situation, and work with you to lay out a financial road map.


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.


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:

  • Our Plan, Invest, Review Process
  • What our fiduciary standard means for you
  • Tax-efficient investment solutions
  • Enhanced technology to see and manage your investments

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  • Things to consider when approaching retirement
  • Changing course during retirement
  • Understanding options with Social Security
  • How to make your money last

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  • Quick term insurance quote
  • Life insurance to protect your family/plan your legacy
  • Long-term care insurance/chronic illness
  • Disability insurance

Find out more >

Financial Planning Resources

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.