Northern Financial Advisors
Our goal is to remove financial obstacles to help you lead a great life. Our approach to financial planning is to focus on the process rather than the product. We have structured our fee to be an open-ended retainer. This allow our clients to call us to come in to see us at any time during the year. This access is over and above the regularly scheduled appointments and at no additional fee. Our view is that we would much prefer our clients call us for a small conversation prior to making a financial decision rather than afterwards. We want to be there for you when you need us. We are here to assist you in many aspects of your life including but not limited to:1. Tax Planning and Preparation 2. Audit Protection 3. Record Keeping 4. Goal Setting 5. Insurance Review 6. Estate Planning 7. Portfolio Analysis 8. Asset Allocation Strategy
At your initial appointment we can discuss our services and how we can benefit you in your unique situation and address any questions or concerns you may have. You will not be under any obligation to retain us at any time, and this appointment is completely free of charge. Please contact Elizabeth Jones, our New Client & Marketing Manager, with any questions you may have or to schedule your preliminary appointment at 248-985-1632 or email her at firstname.lastname@example.org. We're looking forward to working with you soon!