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GUIDE ON THE PATH TO FINANCIAL FREEDOM

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Fee-Only Financial Planning and Accounting

At Northstar Financial Management, we offer investment management and strategic wealth planning that is specific to you and your situation. As a fiduciary, our primary focus is on providing unbiased opinions that are designed to achieve long term investment results. Thanks to our financial expertise and client-centered approach, we offer our clients honest, objective counsel that fits their individual lifestyle and goals.

WHAT IS A FIDUCIARY?

Basically, we put our clients first. We are strictly fee-based, which means we don’t receive kickbacks or commissions from mutual funds or insurance, so we can offer financial advice that is unbiased, objective, and always in the client’s best interest.

 

 

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We Focus On Your Finances, So You Can Focus on Your Top Priorities

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INVESTMENT PLANNING

Do you feel comfortable with your current investments? Do you feel like you’re getting the return you want (deserve)? Your financial future should be determined by more than just a quick online questionnaire and a stock portfolio. We want to understand you and your goals to ensure that your current investments meet your individual needs.

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PORTFOLIO MANAGEMENT

Are you overwhelmed at the thought of managing your own portfolio? Instead of constantly checking stocks, would you rather leave it to a professional who has your best interests at heart? We’ll establish a portfolio that works for you, and closely monitor that portfolio to ensure it continues to coincide with your needs and goals.

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INSURANCE, EDUCATION, ESTATE, AND TAX PLANNING

Is your family taken care of if something happens to you? Do you feel like you’re paying too much or too little for insurance? Do you want to know if there’s a way to reduce your tax bill? Do you know how much you should be saving for your child’s education? These are some of the most important, and most intimidating, financial questions you’ll need to address. We work with our clients to establish plans that help families efficiently transition their wealth to the next generation, ensure they have the coverage they need, find the best solution for their child’s educational future, and more.

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FINANCIAL PLANNING

Are you thinking about retirement? Is your debt overwhelming you? Do you want to get your budget on track? These are just some of the aspects of financial planning that we can help address. You deserve honest unbiased information and guidance in meeting your financial goals.

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