Your Free Retirement Assessment

A 3-step process to help you evaluate our services and make an informed decision about working together. 

Your Free Retirement Assessment

A 3-step process to help you evaluate our services and make an informed decision about working together.

Tax Return Analysis

Investment Analysis

Retirement Answers

Tax Return Analysis

Investment Analysis

Retirement Answers

We’re Retirement & Tax Planning Experts and Do Our Best Work With:

Aged 50+

Retirement investors age 50+ who are retired or close to it.

$2 Million+

Diligent savers with investments over $2 million. (Excluding real estate.)

Expert Guidance

People who value expert help because retirement is too important.

Your Free Retirement Assessment

A 3-step process showing how you can improve retirement success + lower your tax bill.

Step #1 – Schedule 20-Min Call

A 20-minute phone call with a CERTIFIED FINANCIAL PLANNER™ will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery!

Click Here To Schedule
Step #2 – Discovery Meeting

Like a doctor, it’s important to diagnose before we prescribe. During this 1-hour meeting, we will get crystal clear on your retirement goals, needs, and concerns.

Step #3 – Review Assessment 

With your Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations. In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.

Think About It!

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”

Still Have Questions?
Keep Reading…

Can you meet virtually and work with people in other states?

Yes! In fact, given our strong expertise in retirement & tax planning for people 50+, we work with ~65 families across the entire country.

How does NorthStar Capital Advisors make money?

Our compensation comes solely from the fees that our clients pay us for the advice that we provide them. No commissions. No referrals. No other forms of compensation. Period.

It only makes sense to hire a financial advisor — or any professional — if the value they provide exceeds the fee being charged. In other words, the time and effort saved by hiring an expert + the tax savings (and potentially increased investment returns) need to exceed the fees being charged.

The Free Retirement Assessment we present to you will clearly quantify the benefits you will receive. Scheduling your first phone call with us is the first step to take to determine if we might be a good fit to work together.

Do you offer an hourly or one-time project fee option?

We do our best work with retirement savers who need and want a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option. If you prefer a financial planner who offers these limited-term engagements, consider reaching out to the Garrett Planning Network.

How are you different than other financial advisors?

There are three really important things about our firm that separate us from others:

  1. We are retirement and tax planning experts for people aged 50+. Just as a Cardiologist wouldn’t perform foot surgery, we remain highly specialized and only work with retirement savers we know we can help.
  2. We limit the number of new clients we take on. This allows us to provide unparalleled value and highly personalized service to the families that have entrusted our firm to help them.
  3. We focus heavily on tax planning to help our clients reduce taxes in retirement.  Believe it or not, you could have a higher tax bill in retirement than as a working professional.

The reason we offer a Free Retirement Assessment is that we recognize how challenging it is to evaluate financial planners. Many of us have similar titles, designations, and service models. We also work with similar vendors and third-party custodians (e.g., Fidelity, Schwab, Goldman Sachs). If you think there is a potential fit between your needs and our expertise, the first step is to schedule a complimentary phone call.

Where do you hold my investments and how can I see them?

For your convenience and safety, NorthStar Capital Advisors uses Goldman Sachs as a third-party custodian for our client investment and retirement accounts.

Goldman Sachs administers more than $1.4 trillion in assets for millions of retirement savers. As a trusted custodian, Goldman Sachs safely holds your investment accounts and provides reporting to you and the IRS each year.

Your accounts can be viewed at any time at folioclient.com or through the NorthStar Financial Dashboard.

Why should I consider hiring NorthStar Capital Advisors?

Great question! But first, let us explain why you shouldn’t hire us.

If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.

But if you’re interested in things like lowering your tax bill, investing smarter, and creating a reliable income stream in retirement, you’re in the right place.

Not Ready To Schedule An Appointment?

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