Asset Protection Planning
Wealth Management & Financial Planning
Business Financial Planning
CERTIFIED FINANCIAL PLANNER™
Whether you are a physician, successful professional, or a business owner we undertake a comprehensive review of your current financial situation, including potential risk to the assets you’ve worked so hard to build. Using a team approach, we design and deliver strategies to preserve your wealth and mitigate risk — now and into the future.
We listen as you tell us what matters most to you. You’ll learn more about us and how we work with clients, so we can both determine if our team is a good fit for your needs.
We discuss all aspects of your current financial situation—from how assets are titled, to your retirement aspirations. We learn about your goals and objectives, identify potential problems, and point out areas of opportunity.
We confirm that the direction of our planning is aligned with your goals and objectives before presenting our recommendations. We work closely with outside strategic partners (attorney, CPA, etc.) to develop your plan.
We present our analysis and recommendations, along with a plan of action for implementation.
Implementation is the process that turns strategies and plans into actions to accomplish your goals and objectives. Implementing your plan is the most important step in the planning process.
We routinely monitor your plan and schedule regular reviews to make sure it’s in line with your goals and accounts for changes in your life or changes in relevant legislation.
As completely independent fiduciaries, we provide our clients with inspired solutions for building and protecting wealth, augmented with an unyielding commitment to disciplined, systematic reviews and unparalleled service.
Through our partnership with Charles Schwab and LPL Financial, we have access to objective research and leading-edge technology so you can feel confident that our recommendations are objective and backed by independent resources.
At Northbridge Financial Group, we view each client as someone who has placed his/her trust and confidence in us to help them achieve the most important goals in life.