Asset Management
The chief advantage of a fee based arrangement is that it avoids the uncomfortable conflict inherent in its alternative: commissions. Fee based planners are not rewarded simply for trading activity, so there is no second-guessing the advisor's motivations in buying and selling for an account. This type of management creates higher compensation for the advisor only when an account grows.
Benefits Consulting
Outstanding service and conflict free advice sets North Star Financial Partners apart from other benefits consultants. We have no in-house products to sell and are therefore not beholden to any company. We evaluate each employer's unique situation and then and only then will we recommend specific services or products which we believe will help meet your specific goals.
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.