Plan For Life's Major Milestones
We're here to help you prepare for life's biggest moments.
Understanding Your Situation
Major life goals—such as funding a child’s college education, purchasing a home, or planning for business or family succession—require a deliberate financial plan. Without a clear strategy, these milestones can make goals feel unachievable.
Having a professionally managed investment strategy helps create structure and clarity around these goals. Whether preparing for education expenses, building toward a home purchase, or ensuring a smooth transfer of wealth or business interests, NorthStar provides disciplined planning and diversified investment solutions designed to align with each stage of life.
Helping You Meet Your Long Term Goals
We'll assist you in building a portfolio that aims to help you reach those important milestones.
What you can expect:
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Guidance on goal-based investment strategies designed to support educational funding, first-time home purchases, and other major life milestones while balancing growth and capital preservation.
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Personalized insights on market trends and economic conditions with a focus on how they may impact your current financial situation.
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Solutions for complex planning needs, including tax-efficient savings strategies, inflation awareness, and aligning your short- and long- term goals.
Solutions Designed For You:
529 College Plan: A tax-advantaged savings plan designed specifically for education expenses, allowing investments to grow tax-deferred and be withdrawn tax-free when used for qualified education costs.
Coverdell ESA: An education savings account that offers tax-free growth and flexibility for qualified K–12 and higher education expenses, subject to contribution limits and income eligibility.
UGMA/UTMA Custodial Account: An account that allows assets to be gifted to a minor and invested for long-term growth, with funds becoming the child’s property at the age of majority.
Cash Management & Savings Account: A flexible solution for short-term goals that provides liquidity, stability, and easy access to funds while earning interest.
HYSA (High-Yield Savings Account): A savings account offering competitive interest rates to help grow cash reserves safely, ideal for emergency funds or near-term expenses.
Debt Planning & Reduction: A strategic approach to managing and reducing debt by prioritizing balances, optimizing repayment strategies, and aligning liabilities with your broader financial goals.
The Best Part? We're Here to Help!
Speak with a NorthStar advisor today to explore your options and determine what’s best for you.
Things You Should Consider...
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Will I have enough money for my child's college tuition?
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How do I start saving for my next home purchase?
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What are the best ways to reduce and pay off my current debt?
