Most people are aware that planning for your financial future is critical but don’t have the time or the expertise to develop a plan and make the needed financial decisions. Northern Financial...
To speak with an advisor call (248) 985-1632
Frequently Asked Questions
Yes. The Internal Revenue Code permits an itemized deduction for tax and/or investment advice in the miscellaneous section of Schedule A. It is subject to a 2% floor of the adjusted gross income...
Yes. Most of our new clients are referred to us by our already existing clients or by a trusted professional advisor.
Call or e-mail our Client Relations Coordinator to receive additional materials. Set up an introductory meeting at no charge.
No, we use this first meeting to determine whether or not we can effectively be of service to you, as well as to allow you to evaluate us. In other words, it's a time for us to get to know one...
For your first, complementary meeting, you must bring a complete list of assets & liabilities, your personal financial planning profile, the most recent 3 years tax returns, your spouse or...
We integrate all the financial areas in your life, including tax planning and preparation, estate planning, and investment advice. Our holistic approach includes a wide range of services, and we...
