For Individuals
Insurance Planning
Helping you protect those you care about the most
Insuring your life, income or long term care needs is something most us do not want to discuss or pay for. However, they are the building blocks of a sound financial plan. NorthStar Financial Partners have the expertise to walk you through issues and proper coverages, to give you financial confidence.
Quick Term Insurance Quote
Find out how much life insurance will cost for you ... learn more
Life insurance to protect your family/plan your legacy
Leaving your family in a good place in case of premature death ... learn more
Long-term care insurance/chronic illness
How will you handle assisted living expenses when you cannot care for yourself? ... learn more
Disability Insurance
Are you prepared to lose income if you get sick or hurt? ... 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:
RETIREMENT PLANNING
- Things to consider when approaching retirement
- Changing course during retirement
- Understanding options with Social Security
- How to make your money last
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
FINANCIAL PLANNING
- The financial planning process
- Organizing your finances
- Education/college planning
- Estate planning and charitable giving
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.
