Preserve Your Wealth
Ready to simplify your retirement and understand strategies that protect income?
📅 Request your complimentary Retirement Income Blueprint today.
About us…
At Northstar Wealth Solutions, we believe everyone deserves access to clear, trustworthy financial education.
Our mission is to help individuals, families, and business owners understand how to protect what they’ve built and explore income strategies designed for lifetime stability.
Our Educational Focus
Retirement Income Education
Learn how retirees create predictable income streams that can last a lifetime.
We explain how certain retirement products can protect principal, provide consistent paychecks, and reduce exposure to market volatility.
Topic Areas: Income strategies, annuity education, income riders.
Goal: Replace uncertainty with understanding — so your retirement plan feels more secure.
Wealth Preservation & Growth
Understand how protection and growth can work together.
We teach strategies that emphasize downside protection while still allowing participation in market-linked growth — helping you avoid unnecessary risk while pursuing long-term goals.
Topic Areas: Indexed strategies, principal protection, safe accumulation education.
Goal: Grow your awareness, not your exposure.
Tax-Smart Retirement Strategies
Taxes are one of the biggest challenges retirees face — especially when most savings are in taxable or tax-deferred accounts.
We provide educational resources that explain how Roth accounts and properly structured life insurance can create tax-advantaged retirement income when used appropriately.
Our goal is to help you discuss these options confidently with your licensed financial professional or tax advisor.
Topic Areas: Roth accounts, income distribution, tax-free cash value life insurance concepts.
Goal: Understand how tax-free income can fit into a long-term plan — legally and efficiently.
Legacy & Family Planning
Learn how families use life insurance and annuity tools to provide liquidity, bypass probate, and ensure a smooth transfer of wealth.
We focus on education — so you understand how these solutions can protect your family while maintaining flexibility and control.
Topic Areas: Life insurance education, beneficiary planning, annuity-based legacy concepts.
Goal: Leave more behind — without confusion or delay.
Why Work With a Professional
Retirement isn’t just about investments — it’s about strategy.
We believe in the value of partnering with licensed professionals who can help turn goals into actionable, compliant plans.
Our job is to help you ask smarter questions, understand your options, and connect with trusted experts if desired.
Topic Areas: Finding the right professional and clarifying your financial goals.
Goal: Clarity. Confidence. Control.
What Are Our Customers Saying ?
I've been working with [Agent Name] for several years now, and I'm so happy with the results.
JANE DOE
I was feeling overwhelmed with my finances, [Agent 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
