Business Owners

Business owners are a diverse group of people: they can be owners of restaurants or car repair shops; they can be doctors, lawyers, architects or real estate professionals who own their own practices; or they can be entrepreneurs who lead multi-billion start-up companies.

NorStar Financial understands and meets the specialized needs of business owners. Business owners are so caught up in running their businesses, they need help planning ahead for his/her family and his/her business.

Complete Financial Planning for Business Owners


  – Cash flow planning for your personal and business needs
– Credit planning for the strategic growth of your business
– Benefits planning to help you retain your top employees
– Retirement planning include deferred compensation to minimize current income tax
– Business succession planning include buy-sell agreement, key-person insurance, and more
– Business sale planning includes business valuation and exit strategies
– Business insurance solutions
– And more…