Welcome to Our Site

Our clients - successful families and the businesses they founded - value a clearly defined path to help you grow your wealth today and help you preserve it over future generations. They realize the planning process can be complex, so they trust us to distill the process down to achievable objectives, flexible strategies, efficient implementation, and proactive management.

Insurance Planning

Making sure your insurance coverage is right for you and your family can be a daunting task. Once you've overcome your natural resistance to discussing insurance coverage, you’re faced with the task of sorting through the many complex insurance products available. It's hard to know where to even begin.

Retirement Planning

Years ago planning for retirement mean planning for a 10 to 15 year planning period. With modern healthcare advances today's retirement is often 20 to 25 years. Making sure that you are properly prepared for this period is one of our firms strengths. At North Star Financial Partners we start with the basics in determining your core expenses.

Wealth Transfer

The practical impact of wealth transfer planning is to help assure that assets will go to the right people at the right time in the right manner to empower your heirs. But the ultimate challenge is how to transform a lifetime's work into a family and social legacy lasting generations. With all this at stake, we believe a collaborative approach is essential to achieving your goals. What resources make the difference?

Northstar Financial Partners is licensed to sell insurance products in the following states.

Securities: AL, AZ, CA, CO, FL, HI, IA, ID, KY, MI, MO, NM, NV, NY, OH, OK, PA, TN, TX, UT, WA

Adam Andelin: California Insurance License #OC50781

Stan Fries: California Insurance License #OB28733

Greg Henderson: California Insurance License #OD16438

Mike Lewis: California Insurance License #0685649

Arne Montano: California Insurance License #0E01352

Jim Wood: California Insurance License #OC30854

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AL, AZ, CA, FL, HI, IA, MI, NM, NV, NY, OH, OR, TN, TX, UT, WA.

Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Cambridge and North Star Financial Partners are not affiliated.

If you are not a resident of one of these states, you may contact our office to discuss the possibility of becoming registered for business in your state. Please feel free to call (888) 779-7180 or email us.