LIFE INVESTMENT PLANNING

Individuals & Families

“We help you enjoy today and plan for tomorrow.”

We recognize that everybody’s financial situation is different.

As your financial goals and demands change over time, your Financial Advisor will adapt your wealth plan to support your journey, while also anticipating and reacting to market, economic, and global influences.

Our mission is to provide outstanding service to you on a regular basis.

Whether you are investing for retirement, growing your net worth, or looking for alternatives such as tax-deferral strategies, the experienced team at Northern Financial, partnered with Asset Strategy can provide the direction and assistance you need to achieve a sound financial future.

Let’s discuss your objectives, analyze your investment possibilities, and create a customized financial strategy tailored specifically for you.

Here’s what the Northern Financial and Asset Strategy team can provide you:

Investment Management & Fiduciary Oversight

Investment Management & Fiduciary Oversight

Optimizing investment portfolios and ensuring adherence to fiduciary duties for responsible financial management and stakeholder trust.

Tax-Deferral Strategies

Tax-Deferral Strategies

Strategies to postpone tax liabilities, enhancing investment growth and optimizing financial outcomes through efficient timing and use of deductions.

Retirement Income Planning

Retirement Income Planning

Strategizing financial arrangements to ensure stable and sufficient income streams for a comfortable and secure retirement life.

Tax Planning

Tax Planning

Designing financial strategies to minimize tax liabilities and maximize after-tax income through efficient use of deductions and credits.

Estate Planning

Estate Planning

Crafting plans to manage and transfer personal wealth efficiently, ensuring assets are distributed according to one's wishes and tax advantages.

Insurance

Insurance

Assessing and managing risk through appropriate coverage to protect against financial losses and ensure economic security.

College Planning

Retirement Income Planning

Developing financial strategies to save for and fund higher education, maximizing resources through savings plans and scholarships.

Financial Risk Assessment

Financial Risk Assessment

Evaluating potential financial threats to minimize losses and protect assets through strategic planning and risk management techniques.

Work 1-on-1 with a Financial Advisor

LET’S CONNECT

David Hanafin

Head of Wealth Management, VP

Financial Advisor

Phone: 781-937-5411

Email: dhanafin@InvestNBTC.com

Our Private Wealth Process:

If You Have Questions on Private Wealth Management:

Don’t hesitate to contact one of our advisors at www.assetstrategy.com/contact and we will connect with you at a time that best fits you.

Or book a 15-Minute Discovery call below