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North Star Financial

Our approach is to look at the ‘big picture’ of what a successful retirement should look and feel like, combined with the individual’s goals, and then build a plan that matches that picture. One of our goals is to help get our clients as close to the zero percent tax-bracket as possible.

 

Bio

Our approach is to look at the ‘big picture’ of what a successful retirement should look and feel like, combined with the individual’s goals, and then build a plan that matches that picture. One of our goals is to help get our clients as close to the zero percent tax-bracket as possible.

 

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