Case Studies

Case Study:
Bill & Lisa

Meet Bill & Lisa

Age: 61 + 59

Retirement Goal: Optimize their financial plan and reduce taxes on their nest egg so that they can make working an option instead of a necessity.

Case Study:
Meet Jill

Meet Jill

Age: 62

Retirement Goal: Consolidate investment accounts, tax planning, and create a reliable income in retirement. 

Guide to retirement

Contact us for your
Free 5-Step Retirement Guide.

Our 5-STEP RETIREMENT GUIDE will show you what information is needed to understand the risks associated with retirement so that you can make smart retirement planning decisions.

How can we help?

It can be difficult to decide where to go for financial advice. At NorthStar, we believe in the Golden Rule: treat others the way you would like to be treated. We understand that people can be apprehensive when asking for information and assistance.

Our promise to you is that we will be respectful of your time and there will be no pressure or obligation to do business with us. We want you to be comfortable from the minute we meet!

- George

George Fossing RICP® | CLTC®, President, CEO