At NorthStar Wealth Management…
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
While tax and legal issues may be discussed in the general course of financial and investment planning Advisory Alpha, LLC does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.