At Northstar Wealth Partners we know Small Business Owners because many are our clients. Each has a unique situation, and even more specific list of what they are striving to accomplish in their business and over the course of their life.
We deliver the full spectrum of financial planning services that a prepared and engaged business owner needs and expects, but we take it a step further to ensure that synergy is simultaneously achieved with your personal circumstance. Our business owner clients are able to address:
- Business Continuation Needs
- Business Succession Objectives
- Key Person Insurance
- Business Agreement Analysis & Funding
At Northstar Wealth Partners we are addressing the needs of the entire client, regardless of their professional pursuits. Yet our approach allows for the in-depth exploration and ongoing service that is critical to the evolving world of the entrepreneur.