North Star Retirement
698 12th Street Southeast, Salem, OR 97301
Location & Phone number
About the Business
North Star Retirement is a finance institution located at 698 12th Street Southeast in Salem, Oregon. Led by Peggy, a dedicated professional with a passion for helping clients navigate their financial futures, North Star Retirement offers personalized retirement strategies tailored to individual needs and goals. Peggy emphasizes the importance of running the numbers before making important financial decisions, such as applying for Social Security benefits. The institution's Retire Confident Pathway helps clients assess their current financial situations and develop custom strategies to reach their retirement goals. Additionally, North Star Retirement offers a Social Security seminar to address key questions about benefits, taxes, and timing. With a focus on using a variety of investment and insurance products, North Star Retirement is committed to helping clients create secure and fulfilling retirement plans.
Reviews
"I can not say enough about Peggy's professionalism and genuine concern for people. Her Social Security seminars are incredibly informative! And I highly recommend potential retirees attend. I also must say her advice to me personally completely changed my life for the better. She explained options to me I was unaware of and now, thanks to her knowledge and compassion I am confidently living my Best Retirement Life!"
"I highly recommend Peggy's Social Security Benefits Workshop and the personal consultation. Peggy looked over my situation and helped me decide my best retirement age and income strategy. I feel much more confident moving toward retirement with this education."
"Peggy is fabulous! Easy to talk to, easy to understand, and insanely patient. I finally have hope to retire before I’m 80! I wish I met her years ago!"
"I attended Peggy's free social security seminar and I learned so much about social security that I didn't know. It was very informative and there wasn't any pushy sales tactics. I'm really glad that I attended and it was definitely worth my time, On top of that, she offered a free one hour consultation to look at my whole financial picture. She emailed me in advance with what she would need to provide me with a comprehensive retirement scenario. I took my information with me and we discussed my retirement dreams. Just a week later, we met for the results and, again, I was not disappointed. Peggy had created a customized Social Security Timing retirement plan that showed me three options on when to begin pulling social security and what the benefits would be with each choice. That report was impressive! Because I wish to leave employment before 65, she even came up with a financial solution for filling the medical premium "gap" that occurs until I am Medicare eligible. It was definitely worth my time. All in all, Peggy gave me information that instills high hopes that I can retire when I want to and that I can be comfortable in achieving my financial freedom."
People Also Viewed
-
Finance Strategists565 Union St NE, Salem, OR 97301, United States
-
Andres Gutierrez Jr - COUNTRY Financial Representative2115 Liberty St NE, Salem, OR 97301, United States
-
Professional Benefit Services1193 Royvonne Ave SE # 22, Salem, OR 97302, United States
-
Wayne Burrow - COUNTRY Financial Representative1915 Liberty St NE, Salem, OR 97301, United States
-
PERS & Retirement Consultants4985 Battle Creek Rd SE #120, Salem, OR 97302, United States
-
Greg Covert: Primerica - Financial Services2475 Lancaster Dr NE Building B, Suite 3, Salem, OR 97305, United States
-
Northwestern Mutual465 Commercial St NE #100 Ste 100, Salem, OR 97301, United States
-
CFP Inc.625 Hawthorne Ave SE # 100, Salem, OR 97301, United States
-
Stephen Carroll - COUNTRY Financial Representative4744 Liberty Rd S #250, Salem, OR 97306, United States
-
Jim Thorlakson - COUNTRY Financial Representative2115 Liberty St NE, Salem, OR 97301, United States
-
Joe Kemp - COUNTRY Financial Agency Manager2150 Country Dr S, Salem, OR 97302, United States
-
Edward Jones - Financial Advisor: Max Elvrom, CFP®|AAMS™|CRPC™|CKA®695 Commercial St SE Suite #110, Salem, OR 97301, United States
-
Freedom Spending Plans, LLC6120 Lake Labish Rd NE, Salem, OR 97305, United States
-
Doty Pruett Wilson PC447 State St, Salem, OR 97301, United States
-
Pacific Cascade Legal864 Promontory Pl SE, Salem, OR 97302, United States
-
Dale R Kennedy PCSalem, OR 97302, United States
-
Jackson Hewitt Tax Service2950 Commercial St SE, Salem, OR 97302, United States
-
Gina Defa White - COUNTRY Financial Agency Manager1781 Liberty St SE Ste 100/150, Salem, OR 97302, United States
-
Cascade Pacific Financial Group494 State St #400, Salem, OR 97301, United States
-
Hera's Income Tax School1115 Madison St NE, Salem, OR 97301, United States
-
Tropical875 Idylwood Dr SE, Salem, OR 97302, United States
People also searched for
- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Age And Income Replacement
- Benefits Analysis
- Elder Law Services
- Estate Planning Resources
- Financial Decision Making
- Financial Futures Navigation
- Fulfilling Retirement Goals
- Insurance Product Selection
- Investment Portfolio Management
- Long Term Care Planning
- Personalized Financial Planning
- Retire Confident Pathway
- Retirement Account Management
- Retirement Goal Achievement
- Retirement Income Optimization
- Retirement Planning Strategies
- Retirement Savings Guidance
- Secure Retirement Planning
- Social Security Benefits Application
- Social Security Optimization
- Taxation Strategies
- Timing Considerations
- Trust Fund Administration
- Wealth Transfer Planning
List of local businesses, places and services in Oregon
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos