Meet Bill & Lisa
Age: 61 + 59
Retirement Goal: Optimize their financial plan and reduce taxes on their nest egg so that they can make working an option instead of a necessity.
Retirement Goal: Consolidate investment accounts, tax planning, and create a reliable income in retirement.
Our 5-STEP RETIREMENT GUIDE will show you what information is needed to understand the risks associated with retirement so that you can make smart retirement planning decisions.
It can be difficult to decide where to go for financial advice. At NorthStar, we believe in the Golden Rule: treat others the way you would like to be treated. We understand that people can be apprehensive when asking for information and assistance.
Our promise to you is that we will be respectful of your time and there will be no pressure or obligation to do business with us. We want you to be comfortable from the minute we meet!