As a fee-only advisory firm, our mission is to help you make better decisions with your money: It's what we have been doing for clients throughout the Fort Lauderdale area since our founding in 2000. Whether you find yourself in a complex situation, want to know if you are on track for retirement, or just need to know if you are making smart decisions in today's environment, we can help.
Based in Plantation, Florida, we specialize in helping individuals and families see the big picture of their finances. Planning for retirement can be overwhelming, but we believe it is a necessary key for financial security. We provide you with tools to help plan for your ideal future.
Based in Plantation, Florida, we specialize in helping individuals and families see the big picture of their finances. Planning for retirement can be overwhelming, but we believe it is a necessary key for financial security. We provide you with tools to help plan for your ideal future.
Services
Based in Plantation, Florida, we are a fee-only Registered Investment Advisory firm dedicated to your financial health 365 days of the year. We are here to help you implement a smart, lifelong financial plan so you don't have to focus day to day on money decisions. In this way, we help free you up so you can give your attention to the people and experiences that matter most to you.
WM stands for Wealth Management-the whole of the work we do for you-and it is made up of Investment Consulting, Advanced Planning, and Relationship Management. Essentially, our approach means we tend to all the details of your financial life so you don't have to. We see markets as an ally, not an adversary.
We provide comprehensive financial planning and investment management that helps make sure you are on track for a successful retirement. Very soon you will be living off the savings or pension you worked hard to amass during your working years, and you need to know whether you have enough money to last the rest of your life.
As a special risk employee with the Florida Retirement System, you face complex benefit decisions that will affect your entire retirement. You need a financial advisor who has in-depth knowledge of the FRS to properly advise you. At Northstar Financial Planners, our Plantation, FL-based advisory firm knows firsthand how the FRS works.
We have personal experience and professional expertise in meeting the financial needs of children with special needs, particularly in mental health. Families like yours face a daunting challenge, essentially planning for two generations. The challenge is compounded by the fact that every family's needs are unique, so what works for one family will not necessarily work for yours.
