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!
SIMPLE IRA Plan
A SIMPLE IRA is the small-company version of a retirement plan that is subject to many of the same rules as traditional IRAs ... learn more
SEP IRA Plan
A simplified employee pension (SEP) IRA is a retirement savings plan established by employers—including self-employed people—for the benefit of their employees and themselves ... learn more
Individual 401k Plan
An individual 401(k), also referred to as a solo 401(k) or uni 401(k), is a retirement plan designed specifically for business owners and their spouses ... 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:
401k Plans: Plan Sponsors
401k Plans and Participants
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.