Financial Confidence — for Life
Live the Retirement You’ve Earned
How We Help
At North Star Retirement, we understand that how and when you retire is one of the biggest financial decisions you will make. Leaving your steady paycheck behind can feel intimidating, but we’re here to help guide you to retirement confidence. We offer a variety of products and services to help you achieve financial independence by helping to ensure you don’t run out of money.
Services We Offer
Grow Your Assets
Help boost your retirement income by putting your hard-earned assets to work today.
- Retirement income strategies
- Annuities
Protect Your Loved Ones
Preserve the assets that can help you live comfortably in retirement — and care for your family.
- Asset protection strategies
- Life insurance
- Long-term care strategies
- Tax-efficient strategies
Leave a Legacy
Support the people and causes that are most important to you.
- Paying for education
- Charitable giving
We also can refer you to professionals who provide the following products and services:
Trusts | Probate | Estate planning | Tax planning | IRA legacy planning | Investments | Wealth management | IRA/401(k) rollovers
Ready to Take the Next Step?
For more information about any of our products and services, schedule a meeting today.