Services

 

True North Advisory, LLC Consultants meet personally with clients to assess their financial situation to present a financial plan that includes both short- and long-term financial goals. 

These Consultants service clients with financial planning decisions for retirement, education, day-to-day expenses and investments. They meet regularly with clients to assess how their lifes' changes such as marriage, job change or the birth of a child will affect the client's financial plan or position. In addition, many consultants are licensed to buy and sell financial products such as insurance policies, stocks and bonds.

Consultants spend much of their time reaching out to prospective clients and building a strong customer base. This means consultants often travel or work non-traditional hours to meet with clients in their homes or businesses. Consultants may also offer financial planning classes or seminars to reach out to potential clients.

To sell securities, consultants must be licensed and registered with their particular state and the Securities Exchange Commission. The variety of licenses needed by financial consultants depends on the products they wish to offer their clients. Those who sell insurance products must also be licensed by a state board. True North Advisory , LLC works with the client; to solve the Financial shotfalls and to select the appopriate services to assistance in the clients Financial needs.