The focus of our Personal Services is understanding our clients’ unique needs and providing tailored solutions and highly attentive service.
We advise clients on a wide array of personal matters. Our clients tend to be concerned about appropriate protection for themselves and their family in the event of sickness, disability, or death. We help provide solutions to these concerns, considering cost, benefit, and ease of use. We strive to make the process of obtaining coverage understandable, easy, and painless.
Whether clients are interested in learning about long-term care, concerned with protecting their income and family, or are trying to structure effective means of transferring wealth to their kids, our experience, ability to work in tandem with other professionals, and access to the finest carriers and technical advisers in the industry provide us great leverage in planning for these objectives.
- Life Insurance
- Long-Term Care Coverage
- Disability Income Protection
- NAIFA (National Association of Insurance and Financial Advisors)
- MDRT (Million Dollar Round Table)
- Society of Financial Service Providers
- HR360 (comprehensive human resources tool)
- Personal Wealth Creation & Preservation
- Family Protection
- Estate & Asset Preservation
- Income Protection & Planning
- Life Insurance Review
- Professional Guidance
North Star may only transact business in a jurisdiction if first registered, excluded, or exempted from state investment adviser registration requirements and follow-up, individualized responses to persons in a specific jurisdiction by the Firm will not be made absent compliance with state investment adviser registration requirements, or an applicable exemption or exclusion therefrom.
The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service.