Financial Planning
Goal Identification & Planning
Risk Management
Asset Allocation Review
Debt Minimization Strategies
Tax Minimization Strategies*
Planning for Education Expenses
Retirement Planning
Business Planning
Investments
Brokerage Accounts
Annuities
Education Funding Options
(Education Savings Account, 529 Plan)
Custodial Accounts
Investment Advisory
Individual Retirement Strategies
(Solo 401(k), IRA, Roth IRA, SEP IRA, & Simple IRA)
Group Retirement Strategies
(SEP IRA, Simple IRA, 401(k), Profit Sharing Plan, & Cash Balance)
Insurance
Life
(Individual & Group)
Disability
(Individual & Group)
Long Term Care
Business Overhead/Loan Protection
Employee Benefits
Health
Property & Casualty Insurance
Auto
Home
Umbrella Liability
Business
Malpractice
Additional Services
Referrals to outside Tax and Legal Specialists are available upon request.
North Star Resource Group is independently owned and operated, and offers its own suite of products and services entirely independent of Cetera.
