Our Company
NorthStar's Story
Our History
NorthStar Financial & Retirement Planning began in 2007 when founder George Fossing left his position as a Branch Manager at a large insurance company. He felt he was underserving his clients due to having limited products and resources that were offered through just the one company. Now, being independent, he has access to the universe of products and solutions for his clients.
George also took notice that retirement planning has gotten more complicated over the years and realized it takes a team to fully understand and grasp the new reality that today’s retirees face. NorthStar is one of just a few firms that can truly offer investment strategies, social security planning, tax strategies, long-term care planning, healthcare and Medicare, and estate planning — all under one roof!
Learn more about the NorthStar team.
A Fiduciary Must
- Put their clients’ best interests before their own, seeking the best prices and terms.
- Act in good faith and provide all relevant facts to clients.
- Avoid conflicts of interest and disclose any potential conflicts of interest to clients.
- Do their best to ensure the advice they provide is accurate and thorough.
- Avoid using a client’s assets to benefit themselves, such as purchasing securities for their own account before buying them for a client.
A Fiduciary Approach
Not all Financial Advisors are fiduciaries. Fiduciary duty is the ethical and legal obligation to act solely in someone else’s best interest. At NorthStar, all of our Investment Advisor Representatives (IAR) are fiduciaries.
If you’re looking for a Financial Advisor, ask yourself this question: Do I want to make financial decisions with someone who is required by law to put my interests first?