Financial Planning
Our financial planning service provides a comprehensive roadmap for pursuing your financial goals.
Visualize Where We Can Help
We’ll take care of the rest. Our financial guidance will help you navigate and prepare for retirement, weather market shifts comfortably, and establish your legacy—all the usual stuff. In Many cases, we work with families on a multi-generational level. We provide guidance on the succession of your investments and/or family business.
Investing
- Asset Allocation
- Portfolio Construction
- Goal-based Investing
- Rebalancing
- Generating Portfolio Income
Taxes
- Tax-loss Harvesting
- Tax Reduction Strategies
- Changes in Tax Law
- Tax-efficient Income
- Pre-tax vs Roth vs Taxable
Estate Planning
- Tax-loss Harvesting
- Tax Reduction Strategies
- Changes in Tax Law
- Tax-efficient Income
- Pre-tax vs Roth vs Taxable
Equity Planning
- Company Stock/Options
- Selling a Business
- IPO/M&A Planning
- How to Take Profits
- Managing Sudden Wealth
Retirement
- Retirement Scenarios
- Social Security Timing
- Lifestyle Goals
- Income Projections
- What-If Analysis
- Early/Sudden Retirement
Cash Flow
- Savings Strategies
- Monitoring Expenses
- Unexpected Windfall
- Financing Options
- Caring for Aging Parents
Planning and Advice
- Modeling and projections
- College Planning
- Consolidating Previous
- Retirement Accounts
- Retirement/Pension Plans
- Managing Investments through career changes.
Risk Management
- Risk Tolerance Shifts
- Trading Strategies
- Diversification
- Financial X-Ray
- Asset Protection
Our Approach
We’ll take care of the rest. Our financial guidance will help you navigate and prepare for retirement, weather market shifts comfortably, and establish your legacy—all the usual stuff.
Information Gathering
It all starts with a conversation. We ask questions and listen to figure out where you want to go.
Solution Options
After we meet, we will come up with a solution tailored specifically for you. At our second meeting, we will go over that solution and make any tweaks necessary.
Implementation
Now, it's time to set up an account and get started!
Follow up
From there, we customize our follow up process to meet your needs -whether that's once a quarter or less, but either way, we are there for you whenever you need us.
Meet the professionals
Jon Anas
Sr. Financial Advisor, Owner/Partner
Jay Stibbe
Sr. Financial Advisor, Owner/Partner
Chad Zimmerman
Sr. Financial Advisor, Owner/Partner
Devon Kelly
Associate Financial Advisor
Jackie Wood
Branch Operations Manager
Give the Benefit of Financial Fitness.
Education in financial planning is one of the most sought after benefits. NorthStar Financial offers a program for companies to give their employees un-solicited guidance on their finances, 401K, ESOP and more.
