For Individuals
Investment Management
Let us help you find the right investment vehicle to drive results.
It is imperative to properly manage products, taxes and fees to achieve the long-term investment gains you need to reach your financial goals. NorthStar Financial Partners can guide you through the complexity and help you feel confident about your future.
Our Plan-Invest-Review Process
See how our process will work for you ... learn more
What acting in a fiduciary capacity means for you
Explore the benefits of having fiduciary working for your best interests ... learn more
Tax-Efficient Investment Solutions
Let us guide you through the complex and ever-changing tax puzzle ... learn more
Enhanced technology to see and manage your investments
See how the tools we offer will enhance your experience ... 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:
RETIREMENT PLANNING
- Things to consider when approaching retirement
- Changing course during retirement
- Understanding options with Social Security
- How to make your money last
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.
