Secure Your Future
We’ll help you discover and achieve your true north.
When Should You Talk to a Financial Advisor?
Working with an advisor is an ongoing relationship. We stay in regular, consistent contact to ensure that we always understand what’s most important to you, whatever your current stage in life.
Some life changes are too important to navigate on your own. We can help you make smart decisions at key turning points in your life:
- Received an inheritance
- Divorce
- Death of a spouse
- Selling a business
- Newly retired
Secure Your Future
We’ll help you discover and achieve your true north.
When Should You Talk to a Financial Advisor?
Working with an advisor is an ongoing relationship. We stay in regular, consistent contact to ensure that we always understand what’s most important to you – whatever your current stage in life.
There are some additional life events where talking to an advisor can help you make smarter decisions.
- Received an inheritance
- Divorce
- Death of a spouse
- Selling a business
- Newly retired
Business Owners
Your successful company is the product of years of time and hard work. Now as you near retirement, it’s also your most valuable asset.
There are three typical exit paths:
- Outsider sale
- Insider sale
- Family transaction
No matter which path you take, our only interest is making sure the path you choose is right for you. We are here to help you find out what your business is worth.
At True North, we specialize in helping business owners and individuals make a successful transition into retirement.
As one of the few Certified Exit Planners® in the country, we have the extensive training and experience you need to craft a transition customized to help you succeed.
Enjoy freedom and clarity as you exit into your future.
Nearing Retirement
Your retirement is probably the most important financial decision you’ll ever make. There are quite a few irreversible decisions tied to your retirement–everything from choosing your retirement date to when you file for social security. Making the wrong choices can cost you hundreds of thousands of dollars!
We’ll work with you to design a retirement plan that is built around where you are now and where you want to go so you can make informed decisions about your overall finances, investments, and retirement.
Discover how a plan for the future can set you up for a successful retirement.
Corporate Retirement Plans
You care about your people.
Over the years you’ve learned that when you prove your loyalty to your employees, they are more loyal to you. Giving your employees a retirement plan that will give them a financially secure future is an easy choice.
But actually choosing a retirement plan that will work best for both your employees and your company’s bottom line can be a little more difficult. Even if you look for outside help, less than 2% of financial advisors oversee more than ten 401(k) plans.
At True North we specialize in retirement plan consulting. We’ll work together with you and your team to find the right fit for your business that will benefit everyone involved.
Save yourself time and money while looking out for the people who keep your company running.
Newly Retired
Already retired? Managing your investments, your retirement spending and withdrawal rate is crucial. Support from a financial advisor helps ensure your retirement lifestyle is sustainable for the long term.
We can help you stay focused on the things you love most (like travel and grandkids) while resting easy that your money is managed in a way that ensures you won’t outlive your savings.
