Susan B Stearns

At North Star Financial Advisors, we believe that everyone deserves to live their best life, free from financial stress. That's why we're dedicated to helping professionals, business owners, and retirees achieve their long-term financial goals. As independent advisors, we're committed to providing personalized, comprehensive, and unbiased financial guidance.

Our Story

As a company, we were founded on the principles of trust, respect, and compassion. We believe that every individual is unique, with their own set of financial goals and aspirations. That's why we take the time to understand your unique situation, goals, and values before creating a tailored financial plan. Our team of experts has been serving the community for years, providing guidance on investment management, retirement strategies, tax planning, risk management, and estate planning.

Our Services

At North Star Financial Advisors, we offer a wide range of financial services, including:

• Investment Management: We believe that money should be used to improve lives, not just accumulate wealth. We work with you to create a customized investment portfolio that aligns with your goals and risk tolerance.

• Retirement Strategies: Whether you're nearing retirement or already retired, we can help you create a sustainable income stream and ensure a comfortable post-work life.

• Tax Planning: We believe that tax planning is an essential part of financial planning. We work with you to minimize tax liability and ensure that your hard-earned money is used wisely.

• Risk Management: We recognize that life is unpredictable, and unexpected events can occur. We help you protect your assets and income from potential risks.

• Estate Planning: We believe that estate planning is crucial in ensuring that your wishes are respected and carried out even after you're gone. We work closely with attorneys and CPAs to create a comprehensive estate plan that meets your needs.

Our Approach

At North Star Financial Advisors, we're committed to building long-term relationships based on trust, respect, and open communication. We take the time to understand your goals, values, and concerns, and create personalized financial plans that align with your unique situation. We believe that financial planning should be a collaborative process, and we're dedicated to providing guidance and support every step of the way.

Our Team

Our team of experts has over 45 years of combined experience in the financial services industry. We've worked with clients from various backgrounds and industries, and our team is committed to providing the highest level of expertise and service.