We help you set attainable goals for the near term and for the future; build your upside, protect your downside. Over a number of appointments, we help our clients get an accurate grasp of their...
To speak with an advisor call (248) 985-1632
Our Services
While we are creating a strategy that brings proper balance to your asset mix, we are also teaching you how to diversify and help protect yourself in all financial and economic cycles. Being...
Virtually every financial decision has some tax implication. Northern Financial Advisors, unlike many other financial planning services, prepares its clients’ personal income tax returns annually...
We review the financial planning aspect of your current insurance policies. We look at your current needs, current coverage, and the deductibles, along with the “ifs, ands, and buts.” We help our...
Financial security and peace of mind are the key to successful Retirement Planning.
Being able to forecast your anticipated everyday living expenses, required minimum distributions, and...
We can help you think through how you want to assign beneficiary designations and divide your assets, with emphasis on reducing estate taxes and probate costs. We discuss the financial...
Wealth Management services offered through Northern Financial Advisors include all the services covered by our standard retainer as well as more frequent phone appointments as needed to monitor...
