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For Business

Other Retirement Plans

Are you a small business, or just on your own? Need something that is basic and simple?

A Solo 401(k), SIMPLE IRA or SEP plan may be the right plan for you. Let your NorthStar Financial Partners advisor help make it easy!

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:

401k Plans: Plan Sponsors
  • Design
  • Fees
  • Implementation
  • Investment Platform

Find out more >

401k Plans and Participants
  • Individual Attention
  • Investment Models
  • Attention to Detail

Find out more >

Other Retirement Plans Resources

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 professional knowledge and achieve success for your business.