Our Firm

At Northern Advisory Group, we want to develop and customize a financial program that is right for you. We will walk you through a step-by-step process that will make you feel confident in your goals. Once your goals have been established, we will find the appropriate strategies to suit your vision and needs. We can help you execute a sound financial program utilizing the following products and services:

  • Tax Management
  • Investment Management
  • Retirement Strategies
  • Estate Planning
  • Insurance & Annuity Products

We have been working with individuals and businesses in the area for over 20 years. Each of us has extensive personal and professional experience and hold various designations. We are dedicated to developing lasting relationships with our clients. We believe in helping you assess your financial goals and dreams for a secure future.

 

Our MissionNorthern 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

 

Our Process

Our experience lies in helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocation, overpaying on taxes, or lack of catastrophic health care planning.

We know that managing long-term care insurance, estate planning, financial advisors, accountants, and bankers takes a lot of work. We want to partner with you so that you don’t have to do it alone.