Your Free Retirement Assessment

Yes! In fact, given our strong expertise in retirement & tax planning for people 50+, we work with ~70 families across the entire country.

Our compensation comes solely from the fees that our clients pay us for the advice that we provide them. No commissions. No referrals. No other forms of compensation. Period.

It only makes sense to hire a financial advisor — or any professional — if the value they provide exceeds the fee being charged. In other words, the time and effort saved by hiring an expert + the tax savings (and potentially increased investment returns) need to exceed the fees being charged.

The Free Retirement Assessment we present to you will clearly quantify the benefits you will receive. Scheduling your first phone call with us is the first step to take to determine if we might be a good fit to work together.

We do our best work with retirement savers who need and want a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option. If you prefer a financial planner who offers these limited-term engagements, consider reaching out to the Garrett Planning Network.

There are three really important things about our firm that separate us from others:

1. We are retirement and tax planning experts for people aged 50+. Just as a Cardiologist wouldn’t perform foot surgery, we remain highly specialized and only work with retirement savers we know we can help.
2. We limit the number of new clients we take on. This allows us to provide unparalleled value and highly personalized service to the families that have entrusted our firm to help them.
3. We focus heavily on tax planning to help our clients reduce taxes in retirement.  Believe it or not, you could have a higher tax bill in retirement than as a working professional.

The reason we offer a Free Retirement Assessment is that we recognize how challenging it is to evaluate financial planners. Many of us have similar titles, designations, and service models. We also work with similar vendors and third-party custodians (e.g., Fidelity, Schwab, Goldman Sachs). If you think there is a potential fit between your needs and our expertise, the first step is to schedule a complimentary phone call.

For your convenience and safety, NorthStar Capital Advisors uses Altruist as a third-party custodian for our client investment and retirement accounts.

Altruist is the third-largest custodian serving fiduciary advisors and their clients in the United States. As a trusted custodian, Altruist safely holds your investment accounts and provides reporting to you and the IRS each year.

Your accounts can be viewed at any time at altruist.com or through the NorthStar Financial Dashboard.

Great question! But first, let us explain why you shouldn’t hire us.

If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.

But if you’re interested in things like lowering your tax bill, investing smarter, and creating a reliable income stream in retirement, you’re in the right place.