Our Mission

Northern Advisory Group

Our philosophy at Northern Advisory Group is that we are the coach who assists you in identifying and pursuing your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will help you to pursue those goals.

Seven Step Educational Process:

  1. Identify lifetime objectives & strategies
  2. Understand all your options 
  3. Determine your risk profile
  4. Build your stable allocation model
  5. Optimize your investment allocations
  6. Identify tax reduction and catastrophic strategies
  7. Schedule regular periodic reviews