Andy Lucking, CFP
NorthStar Financial Partners is dedicated to guiding clients through their financial decisions, offering tailored financial planning, investment management, retirement planning, and insurance planning services. With a client-first approach, their independent advisors prioritize personal guidance over product sales, ensuring that clients receive reliable advice tailored to their unique financial situations.
For businesses, NorthStar provides specialized expertise in managing 401k plans and other retirement options, focusing on efficient administration while considering tax and legal implications. Their commitment to regular plan reviews and updates helps clients stay on course toward their financial goals, making the journey as smooth as possible.
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