Sponsor Spotlight: North Star Resource Group
North Star helps people with their finances by asking one question first: what is it all for? They work with purpose-driven families and business owners, and the alignment with Purpose Fueled was there from the beginning.
They’re a relational business. These are rooms of people they want to be connected with.
Why did you say yes to sponsoring Purpose Fueled? What was the moment you decided this was worth it?
North Star helps people with their finances by asking, “What is it all for?” We work with purpose-driven families and business owners, and the alignment with Purpose Fueled was there from the beginning. We are a relational business, and these are rooms of people we want to be connected with.
What does your company actually do?
We help people align their life and money. We help them invest well to build on opportunity and protect what they are building through insurance solutions. Our #1 goal is to help the client and their family achieve what they want out of life, using money as a tool for lifestyle and legacy, not a tool for comparison. Because this is our mission, we are able to look at the whole picture, organize it through financial planning, and put the right solutions in place to meet those goals, with everything working together rather than investments and insurance operating in isolation.
What’s one thing you hope people in the Purpose Fueled community know about you or your company?
We work with clients and their families for a lifetime. We are not interested in selling solutions, we are interested in getting to know you and being extremely knowledgeable in our areas of expertise because we know it matters. You have worked hard to build the income and wealth you have, and you deserve the resources and specialists to manage that well.
Connect with North Star Resource Group
Get to know the firm: northstarfinancial.com
How they support businesses: northstarfinancial.com/who-we-serve/business-owners
Serving the next generation of wealth builders: northstarfinancial.com/emerging-wealth-program
Learn how to become an advisor: northstarfinancial.com/careers/becoming-an-advisor
Rep featured: Josh Oberheide, Regional Advisor Recruiting
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