Individual Investments

Individual Investments

Initial Assessment
Understand where you are
Building an investment plan starts with understanding where you currently stand.

  • – Define your reasons for saving
  • – Understanding your risk tolerance
  • – Clearly stating your financial goals
Education
Understand the possibilities
Northern Financial Group can help you understand the investment environment so you can make informed decisions.
We can help you understand fees, investment vehicles and tax implications.
Asset Allocation
Investments to fit your plan
Asset allocation is imperative to executing your savings plan. Passive, balanced or aggressive, Northern Financial Group can help you design a portfolio that complements your financial goals.
Continuing Assessment
Circumstances can change
Whether unexpected changes such as inheriting money or anticipated changes such as getting closer to retirement. Periodic portfolio assessments help you maintain your strategy and keep you on track.