Preserve Your Wealth
This one focuses on the ultimate goal of retirement: to generate income. It is a powerful motivator for potential clients, as it speaks to their deepest desires.
About us…
At Northstar Wealth Solutions, we believe that everyone deserves access to sound financial advice. That's why we offer a comprehensive range of services to individuals, families, and businesses of all sizes.
Our Services
Retirement Income Planning
Turn your savings into predictable income that lasts a lifetime.
We design strategies that protect your principal, provide consistent paychecks, and help you enjoy retirement without worrying about market swings.
Focus: Fixed Indexed Annuities, Income Riders, Lifetime Paychecks.
📘 Goal: Replace uncertainty with confidence — so your retirement income works as hard as you did.
Wealth Preservation & Growth
Keep your money safe while still growing it strategically.
Our approach prioritizes downside protection first — because losing less means keeping more. We help clients reduce exposure to market volatility while still participating in market-linked opportunities.
Focus: Safe accumulation strategies, principal protection, indexed growth options.
📘 Goal: Grow your wealth without gambling your future.
Tax-Smart Retirement Strategies
Taxes are one of the biggest threats to retirement income.
We work with your tax professional to identify ways to reduce taxable income, manage withdrawals efficiently, and plan Roth conversions where appropriate.
Focus: Tax-deferred growth, Roth conversions, income distribution planning.
📘 Goal: Keep more of what you’ve already earned.
Legacy & Family Planning
Protect your family and ensure your assets pass smoothly to those you love.
We use insurance-based strategies and modern annuity options to provide liquidity, bypass probate, and leave a lasting financial legacy.
Focus: Life insurance, beneficiary planning, annuity-based legacy solutions.
📘 Goal: Leave more behind — without the stress or delays.
What Are Our Customers Saying ?
I've been working with [Investment Advisor Name] for several years now, and I'm so happy with the results.
JANE DOE
I was feeling overwhelmed with my finances, [Investment Advisor Name] helped me to get everything on track.
JANE DOE
Our Team
John DOE
Jane DOE
John DOE
FAQS
What are your fees?
Our fees vary depending on the level of service you require. We offer a variety of fee structures, including hourly rates, asset-based fees, and retainer fees. We will discuss our fee structure with you in detail before we begin working together.
What are your investment strategies?
We use a variety of investment strategies, depending on our clients' individual needs and goals. We may invest in stocks, bonds, mutual funds, ETFs, and other investment products. We also use a variety of risk management strategies to help protect our clients' investments.
How often will you communicate with me?
We will communicate with you as often as you need or want. We hold regular meetings with our clients to review their portfolios and make adjustments as needed. We also provide our clients with regular market updates and investment insights.
Get In Touch
