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The firm is offering virtual services via phone, email and/or video conferencing. You get the same quality of our services all from the comfort and safety of your own homes or offices!

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Why working with us?

NorStar Financial of Plano is a fee-only, fiduciary financial planning and investment management services company.

We help college bound gen X and gen Y families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and save for a comfortable retirement at the same time.

At NorStar Financial, we are committed to help all families including families with special needs child. We believe that our knowledge, experience and proactive advice can help you move confidently forward.

Our advisor has been trained in College Pre-Approval™ process and specializes in late stage college funding solutions. College Pre-Approval™ process is a proprietary methodology developed by Capstone College Partners, LTD for financial services professionals like us who wish to deliver unmatched guidance to families regarding college planning.

At NorStar Financial, we do more than just college planning. We provide gen X and gen Y families with comprehensive financial services:

  • We will work with you to develop customized financial plans addressing cash flow management, investment, retirement, insurance, tax and estate planning based on your individual goals and situations.
  • We will help you put your plan in action and support you with ongoing service and guidance. 
  • We build our practice on trust and transparency to truly put your best interests ahead of ours.

Contact us now and let us work together to give you and your loved ones a secured future!




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 Disclaimer: All written content on this site is for informational purposes only. The views or opinions expressed herein are solely those of NorStar Financial of Plano, LLC (“NorStar Financial”), a registered financial planning and investment advisory firm in the state of Texas. All information and resources offered on this site shall in no way be viewed as personalized investment advice. The site is limited to the dissemination of general information pertaining to NorStar Financial’s advisory services to residents of the state of Texas. Accordingly, the publication of this website should not be construed as NorStar Financial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

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