Wealth Management
We recognize wealth management as an evolving journey. Our team at NorthStar Financial Group continuously adapts to your evolving needs, providing tailored solutions to ensure your financial goals are always within reach.
Visualize Where We Can Help
Retirement Scenarios
We provide tailored retirement scenarios to help you understand different paths to achieving your ideal future.
Lifestyle Goals
Our planning focuses on aligning your financial strategy with your lifestyle goals for a retirement you can truly enjoy.
What-If-Analysis
We use advanced what-if analysis to explore how various decisions and economic shifts impact your retirement plans, ensuring you're prepared for any scenario.
Savings Strategies
At NorthStar Financial, we create personalized savings strategies to help you pursue your goals. From budgeting to retirement planning, our advisors provide experienced guidance to maximize your savings and keep you on track.
Monitoring Expenses
At NorthStar Financial, we help you take control of your finances with personalized expense monitoring. Our advisors provide tools and insights to track spending, optimize your budget, and keep you on the path to financial success.
Caring for Aging Parents
At NorthStar Financial, we offer guidance and support for managing the financial aspects of caring for aging parents. From budgeting for care to planning for long-term needs, our advisors help you navigate this important journey with confidence.
Modeling and projections
We provide advanced modeling and projections to help you plan for the future. Our advisors analyze various scenarios, giving you a clear picture of your financial outlook and helping you make informed decisions.
College Planning
We simplify college planning with personalized strategies. Our advisors help you estimate costs, explore savings options, and develop a plan to fund your child’s education with confidence.
Retirement/Pension Plans
At NorthStar Financial, we help you prepare for the future with customized retirement and pension plans. Our advisors design strategies to maximize your savings and ensure a secure, comfortable retirement.
Risk Tolerance Shifts
We help you adjust your investment strategy as your risk tolerance evolves. Our advisors ensure your portfolio aligns with your goals and comfort level, keeping you on track through life’s changes.
Trading Strategies
Let us help you develop personalized trading strategies to help you achieve your investment goals. Our advisors provide professional guidance to optimize your trades and manage risk effectively.
Diversification
Let us create diversified investment strategies with the goal of minimizing risk and maximizing returns. Our advisors build balanced portfolios tailored to your goals, pursuing long-term financial growth.
Our Approach
Investing
We craft personalized investment strategies designed to grow and protect your wealth through every market cycle.
Retirement
Our retirement planning ensures a secure and fulfilling future by aligning your current savings with your long-term goals.
Cash Flow
Our cash flow management solutions help you maintain financial flexibility while maximizing opportunities for growth.
Equity Planning
We build custom equity plans that leverage your assets to enhance financial resilience and long-term value.
Meet the professionals
Jon Anas
Sr. Financial Advisor, Owner/Partner
Jay Stibbe
Sr. Financial Advisor, Owner/Partner
Chad Zimmerman
Sr. Financial Advisor, Owner/Partner
Devon Kelly
Associate Financial Advisor
Jackie Wood
Branch Operations Manager
More of our Services
Consider life insurance
Plan for elder care
Get Medicare guidance
Our specialists provide personalized guidance to help you find the right coverage for your health and budget
Consider life insurance
Plan for elder care
