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North Star Financial Planners Inc (Plantation, FL )
| Ad Type: | Wanted | |
| Posted: | 2019-02-04, 09:23PM | |
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We are a fee-only Registered Investment Advisory firm dedicated to your financial health 365 days of the year. We are here to help you implement a smart, lifelong financial plan so you don’t have to focus day to day on money decisions. In this way, we help free you up so you can give your attention to the people and experiences that matter most to you. WHO WE HELP We specialize in helping individuals and couples make a seamless transition into retirement, providing peace of mind that they will not outlive their savings. We also focus on working with special risk employees of the Florida Retirement System. And with our founder’s personal experience as the father of a child with special needs, we have made it our mission to help families in a similar situation. OUR PROCESS We have developed a highly consultative process to discover where you are in life and where you want to go. We then build the investment and advanced financial plans to get you there. Rest assured that our work does not stop with the creation of your plan. We stay in regular contact with you through meetings, phone calls, and emails to make sure we adjust your strategies as your life changes. 954-693-0030 [email protected] http://www.northstarplanners.com
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