Northern Financial: Life Investment Planning

We help you enjoy today and plan for tomorrow.

The right options to reach your financial goals.

Smart investors chart a course to reach their financial goals. Whether you are investing for retirement, college or to grow your net worth, the experienced team at Northern Financial* can provide the direction and assistance you need to achieve a sound financial future.

Services

Plan for Retirement

The team at Northern Financial has the experience and access to the range of products you need to build your unique retirement plan. Getting close to retirement? Looking to consolidate 401(k) plans? Just starting out? We take the time to understand your goals and to build a plan that you can believe in.

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Manage Retirement Cashflow

Whether you're newly retired or you've had a life event that impacts your plan, we understand how to manage your nest egg and to ensure you have the cash flow you need to enjoy your retirement. We can help simplify your investments, manage withdrawals and connect you with the appropriate tax advisors.

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Create an Education Plan

The cost of a post-secondary education continues to climb. What will it be by the time your kids are ready? Our expert Infinex professionals understand the advantages of 529 college savings plans and can help you prepare for paying for your child's education.

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Let's Connect

David Hanafin

Head of Wealth Management, VP

Phone: 781-937-5411

Email: dhanafin@InvestNBTC.com


*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.

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