Home | The North Star Financial Group

01. Our Mission

The North Star Financial Group seeks to be a regional leader in helping clients reach their lifetime financial goals. We do this by providing an exceptional and unique client experience that is built upon long-term relationships.

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02. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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03. Giving Back

We are also firm believers in giving back to the communities in which we live and work. The North Star Financial Group has donated time and resources to multiple community groups and organizations.

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Our Services

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Managing Investments

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

IRA Strategies

Our IRA Strategies are tailored to help you maximize your retirement savings and achieve your financial goals. We offer personalized advice on Traditional and Roth IRAs, helping you understand the tax advantages and growth potential of each.

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