As a business owner or high-level professional, you work hard to balance the demands of your work with your personal life and family.
With little time left to sift through the details of your finances, we work with you to integrate your business and personal finances.
Let us help alleviate the burdens of leadership so that you can focus your time on the things that matter most to you. You need a partner with the experience and knowledge to help make financial decisions with clarity and understanding. We can assist you with:
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Comprehensive Life and Financial Planning
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Cash Flow Planning
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Saving and Investing
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Retirement Plan Options
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Company Benefit Plan Review
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Executive Benefits / Stock Plans
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Tax Planning
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Estate and Legacy Planning
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Collaboration with your Other Advisors
Having Northstar in your corner to act as a guide and partner, coordinating your personal and business life, will help you reap the financial rewards of your hard work.
Discover the Best Retirement Plan for Your Small Business
Choosing the right retirement plan for your small business can be overwhelming. Our easy-to-read comparison chart breaks down your options, helping you find the perfect fit for your business and employees.
See key features, tax advantages, and contribution limits—all in one place.
Make an informed decision with confidence.
Get Your Free Comparison Chart
LLC vs. S-Corp: Which Supports Your Long-Term Wealth Strategy?
Find out by downloading our comparison chart:
Sound Like You?
Let us meet with a complimentary Discovery meeting to see if we are the partner you are looking for.