Northern River Financial offers advice-only financial life planning services as well as product consultation services. We are completely independent of any manufacturer and maintain a vast product shelf. This enables us to recommend solutions uniquely suited to each client.
Financial life planning
Family estate planning
Portfolio analysis
Tax planning
Insurance and risk management
Severance planning
Inheritance planning
Retirement planning
Philanthropy and legacy planning
Bundled wealth management service
Financial management
Corporate governance
Succession and transition management
Business legacy planning
Tax strategies
Executive compensation
Group benefit and savings plans
Health spending accounts & cost plus arrangements
Northern River Financial offers both fee and commission-based arrangements and would be pleased to discuss these options as they relate to your specific needs. Initial consultations are complimentary.