You Only Get One Retirement.

Let Us Be Your Guiding Light to Financial Independence.

About Peggy

Even as a self-described introvert, Peggy has always loved helping people and will go out of her way to help them figure things out. Her love of people and numbers inspired her to join the financial services industry where she focuses on helping clients create financial solutions tailored to their specific situations and needs.

“I always tell my clients to run their numbers,” says Peggy. “It’s very important to run numbers before you go apply for your Social Security. It could cost you thousands otherwise.”


The path to your ideal retirement starts with 3 simple steps:



Schedule a meeting to sit down with us and discover what your ideal retirement looks like.



Using the Retire Confident Pathway, we’ll examine your current financial situation and determine your retirement needs.



Receive a custom strategy to help you reach your unique retirement goals.

Have Questions About Social Security?

When it comes to your Social Security benefits, timing is everything. Depending on where you’re at on your retirement journey, you may want to go ahead and start receiving benefits or you may want to hold off for a few years for a variety of reasons.


At North Star Retirement, our Social Security seminar is designed to help you answer your most pressing questions, including:

• When should I take Social Security?
• How much will my benefits be?
• How will drawing Social Security affect my taxes?
• And more!

Register for an upcoming class and start developing your Social Security strategy today!
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Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today.