Get a Financial Plan
As a Wealth Management client or retirement plan participant, part of our service includes the creation of your personalized financial plan.
- Access to our financial planning software eMoney
- A net worth statement
- A cash flow plan
- Help with budgeting and goal setting, if needed
Set Retirement Goals
Central to establishing a financial plan is retirement planning. Make sure your savings are ready for your retirement when you are.
We'll help determine...
- Income needs in retirement
- Retirement date
- Investment and withdrawal strategies
- When to apply for Social Security
Prepare for the Future
We can help you be prepared for anticipated life events — like buying a house, paying for college, or planning your estate — as well as unanticipated life events.
We can help you prepare by...
- Determining insurance needs
- Helping with college expense planning or other goals
- Providing estate planning guidance for the transfer of wealth to beneficiaries
If you're already a client with Northern Capital Management or Northern Capital Retirement Services, financial planning is included as a part of our service. If you are not a client and would like to receive a full one-time financial plan, we do offer this service separately. Just contact us to get started.