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!
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
We listen to your goals, discuss your unique situation, and work with you to lay out a financial road map.
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.
Every road trip has unexpected detours. We regularly review your plan and your investment vehicles to help you reach your destination.
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.