Northstar Financial Planners, Inc.
HELPING YOU ACHIEVE WHAT IS MOST IMPORTANT TO YOU
As a fee-only advisory firm, our mission is to help you make better decisions with your money: It’s what we have been doing for clients throughout the Fort Lauderdale area since our founding in 2000. Whether you find yourself in a complex situation, want to know if you are on track for retirement, or just need to know if you are making smart decisions in today’s environment, we can help.
We work with anyone during any stage of their lives, but here are a few areas we specialize in:
INDIVIDUALS AND COUPLES/PRE-RETIREES
Planning for retirement can be overwhelming, but we believe it is a necessary key for financial security. We provide you with tools to help plan for your ideal future. We build a personalized retirement plan that includes investment management and Social Security optimization and strives to make your retirement stress-free and enjoyable.
FLORIDA RETIREMENT SYSTEM SPECIAL RISK EMPLOYEES
Northstar Financial Planners has an expertise in the Florida Retirement System and can help you navigate your benefit options as a special risk employee. We strive to take the guesswork out of your decisions by giving you straightforward advice on items like pension options and early retirement.
FAMILIES OF CHILDREN WITH SPECIAL NEEDS
Some families require extra planning, but ensuring everyone in your family is taken care of shouldn’t be a roadblock to success. We will build a retirement plan to help you feel confident in your child’s future without compromising your retirement goals.