Our Services
While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial plan utilizing the following:
- Tax Planning
- Our goal at Great Northern Wealth Management is to provide a specific focus on Tax Planning with the intention of minimizing tax liability. Whether related to an investment, a business decision, or an individual tax challenge, our team provides financial plans designed to minimize the taxes our client’s pay
- Our goal at Great Northern Wealth Management is to provide a specific focus on Tax Planning with the intention of minimizing tax liability. Whether related to an investment, a business decision, or an individual tax challenge, our team provides financial plans designed to minimize the taxes our client’s pay
- Investment Planning
- At Great Northern Wealth Management our Team takes pride in understanding and creating customized financial plans specific to a client’s individual and unique journey through life. From lifestyle to personal goals, every plan is developed to eliminate guesswork, instill confidence, and create financial independence and a legacy to be proud of.
- Retirement Strategies
- The goal of retirement planning is to create an accumulation strategy that leads to a confident retirement plan. At Great Northern Wealth Management, we prepare for this significant milestone by establishing an investment strategy aligned with the goals and needs of everyone. Further, we educate and discuss the many ways to save for retirement, which include Qualified Employer-Sponsored Plans, Individual Retirement Accounts, Personal Savings, and Executive Deferral Plans to name a few. At the heart of your retirement plan is our dedicated team, who will educate and guide you on the best distribution of assets based on your lifestyle and goals.
- Estate Conservation
- One of the most important aspects of a strong financial plan is having a thorough and thoughtful Estate Plan in place. At Great Northern Wealth Management, we coordinate your Estate Plan to protect your legacy. Whether the intention is to transfer wealth, minimize taxes, protect assets, or manage charitable giving, our strategy is to simplify the process and ensure all is continuously aligned to fit your needs through life changes.
- Protection
- Most people think of insurance as a legacy planning tool, but it can also be good for protecting your assets. Not only do insurance policies offer wealth creation, they minimize risk. At Great Northern Wealth Management, we will review all of your insurance nees and assist you with implementing an insurance plan that fits your needs.