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

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Ready to Take the Next Step?

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