Northern Financial Associates

Northern Financial Advisors, Inc. is a trusted financial planning firm based in Bloomfield Hills, Michigan. We offer comprehensive financial guidance and personalized solutions to help individuals and families achieve their financial goals.

Our Approach to Financial Planning

Our team of experienced professionals takes a holistic approach to financial planning, considering your unique needs, goals, and circumstances. We work with you to:

• Identify your goals: We work together to understand your financial aspirations and establish specific goals, whether it's retirement planning, investment management, or estate planning.

• Assess your financial situation: We review your existing financial plans, investments, and debts to determine your financial health and identify potential areas for improvement.

• Develop a customized plan: We create a personalized plan that aligns with your goals and risk tolerance, recommending strategies for investments, tax planning, and estate management.

• Implement and monitor your plan: We work alongside you to implement your plan and track your progress regularly. We make necessary adjustments as your needs and goals evolve over time.

Our Services

Our comprehensive services include:

• Investment Planning: Develop and implement portfolio strategies tailored to your goals and risk tolerance.
• Tax Planning: Maximize your tax efficiency through strategic tax planning and compliance.
• Retirement Planning: Secure your future with personalized retirement planning solutions.
• Protection Planning: Minimize potential risks and safeguard your assets.
• Tax Planning: Comprehensive guidance on estate planning, including wills, trusts, and power of attorney.

Our Commitment

We are committed to providing personalized, fee-only financial advice and upholding the highest ethical standards. We are proud to be a fiduciary, which means we always put your interests first and prioritize your financial well-being.

Our Team

Our team of experienced professionals brings diverse expertise and a genuine passion for helping clients achieve their financial goals. We are dedicated to providing personalized attention and building strong, lasting relationships with our clients.