For Individuals
Retirement Planning
Helping you plan for – and achieve – your retirement goals
Accumulating the wealth you need to achieve financial independence in retirement can seem like a daunting task. No matter what stage of life you’re in, and regardless of your current financial situation, your NorthStar Financial Partners advisor can guide you through the complexity and help you feel confident about your future.
Things to consider when approaching retirement
Accounting for all of the variables that affect your retirement picture ... learn more
Changing course during retirement
Finding yourself on the wrong path? How we differ from other financial advisors ... learn more
Understanding options with Social Security
How to maximize your money over the golden years of life ... learn more
How to make your money last
Withdrawal strategies differ—which works best for you? ... learn more
Plan
We listen to your goals, discuss your unique situation, and work with you to lay out a financial road map.
Invest
Having a road map is a good start, but you need the right vehicle to take you to your destination. Our investment vehicles are tailored to your plan.
Review
Every road trip has unexpected detours. We regularly review your plan and your investment vehicles to help you reach your destination.
Here are some additional ways your NorthStar Financial Partners advisor can guide you:
INVESTMENT MANAGEMENT
- Things to consider when approaching retirement
- Our Plan, Invest, Review Process
- What our fiduciary standard means for you
- Tax-efficient investment solutions
- Enhanced technology to see and manage your investments
INSURANCE PLANNING
- Quick term insurance quote
- Life insurance to protect your family/plan your legacy
- Long-term care insurance/chronic illness
- Disability insurance
FINANCIAL PLANNING
- The financial planning process
- Organizing your finances
- Education/college planning
- Estate planning and charitable giving
As part of our commitment to educating clients on financial matters, we’re proud to provide helpful articles and resources to help you expand your personal knowledge and achieve financial success.
