Integrated Financial Solutions ("IFS") - Northstar’s premier service for ongoing Financial Life Planning and Wealth Management. In this service,we offer an integrated approach to planning for your future and managing your wealth:
Understanding You ("IFS"
Chart Above)
Goals & Values ("IFS" Chart Above)
Comprehensive Financial Planning ("IFS" Chart Above)
Investment Management Process ("IFS" Chart Above)
As an IFS client, all of your planning & investment strategies will be integrated and work in harmony. We are proactive and dynamic and all our recommendations are tailored to your situation.
To be eligible for this level of service, we require either a minimum of $1,000,000 in investment assets that will managed by Northstar or a minimum fee of $10,000. All client investment accounts are held in custody at TD Ameritrade, Inc.
