Print
PDF

Our Services

 

Today, individuals, families and small businesses need more competent financial and investment advice than ever before. As a fee-only financial advisor,  Northstar Financial Planning, Inc, provides a unique perspective and a broad range of services to meet your needs.

Whether you need assistance with financial transitions planning, planning for retirement, your investment portfolio, funding for your children's education, reducing your taxes, insurance or estate planning advice, or are a business entity interested in setting up a retirement plan for yourself/employees, we are committed to providing the best possible guidance to help you to navigate through the myriad of options.

We offer two main services: