We believe that everyone deserves financial security, as they define it. We help individuals and families secure their financial future by developing a comprehensive financial plan that includes investment management, risk management, retirement planning, estate planning and proactive tax planning.

We also believe that objective and unbiased advice is the foundation of any sound financial guidance. That’s why we build our firm as a fee-only, fiduciary company to put your best interest first.

During your quest to secure your family’s financial future, life will likely throw some curve balls at you from time to time. That’s why we proactively work with our clients to identify their unique risks and/or challenges, and design innovative and sophisticated strategies to protect their assets and their preferred lifestyles throughout their lives, and the lives of their children.

Here at NorStar Financial, all we do is help our clients live confidently so that they can worry less and focus more on their life’s other important goals.

We encourage you to schedule a conversation with us and learn more about how we can help you regain your peace of mind and move forward confidently.



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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. All investments have risk. Warning: past performance does not guarantee future results.

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