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.


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:

  • 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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  • 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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  • The financial planning process
  • Organizing your finances
  • Education/college planning
  • Estate planning and charitable giving

Find out more >

Insurance 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.