Retirement Planning
Your retirement deserves personal attention.
Northern Financial is here to help
Wherever you are on your path to retirement, it’s important to have a plan. Northern Financial is your trusted partner to help build that plan or “tune up” what you have in place. Take the next step in your journey with help from the experienced professionals at Northern Financial.
Investment products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Northern Financial is a trade name of Northern Bank & Trust Company. Infinex and the Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Our approach - keep it simple
- Investment Strategy: Our approach to your retirement is simple – we only start investing when we both agree on a plan that is easy to understand.
- Fees: You need to trust the person helping manage your money. We are upfront and transparent about our fees.
- Personal: Our success is built on the strength of our relationships. Your advisor works directly with you to create a customized plan, tailored to meet your needs.
Preparing for Retirement
Building a plan for your retirement can be overwhelming. Whether retirement is just around the corner or decades away, your Northern Financial advisor can help you get answers to your questions. Let’s start the conversation.
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Am I saving enough? We'll do a review of your current plans and ensure you are on the right path.
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How can I recover old 401(k)s from past jobs? We have the expertise to help take back control of your retirement savings.
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How much risk should I take? Let us help you find the right balance between risk and reward.
Living in Retirement
Whether you're getting ready to retire or already enjoying the next part of life’s journey, we’re here to help make sure your savings keep up with your plans. We take the time to review your entire portfolio, your goals and even the “what if’s” before we build your custom plan.
Bring your questions: When should you start taking Social Security? Which investments should you draw down first? When is it time to rebalance your portfolio? No need to answer those questions on your own. Let our team be your guide.
