North Star Financial Consulting

Our Services

North Star Financial Consulting is a financial planning and Registered Investment Advisory firm headquartered in Indianapolis, Indiana. We take a very patient, personal approach with all our clients to ensure they are comfortable with their financial planning process. We work solely for our clients: as Fee-Only advisors, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. You have the flexibility to engage us on a one-time as-needed basis, such as a "financial check-up" or second opinion, or an ongoing basis. Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for your future, or seeking to protect, enjoy, and pass on those you already have - North Star Financial Consulting can help you along the way.

Your financial objectives may include:

Ensure retirement income
Reduce the burden of taxes
Minimize the effects of inflation
Create and preserve personal wealth
Maximize wealth transfer
Develop personalized investment strategies
Reduce the risk of financially devastating events
Foster peace of mind through proper planning today

To help you reach these important goals, our services include:

Personal Financial Planning
Retirement Planning Strategies
Cash Flow Spending Plan
College Funding Advice
Lump Sum Distribution Advice
Ongoing Asset Management
Life and Disability Insurance Needs Analysis
Second Opinion on Investments or Current Financial Plan
Financial Seminars for Military, Church and Civic Groups
Corporate Employee Financial Education — Seminars on 401(k)s, Employee Benefits, etc.

COMPLIANCE DISCLOSURE:

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Alice Bryan, Principal, North Star Financial Consulting. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites endorsing a stock should not be construed to be a recommendation of that stock by Alice Bryan or North Star Financial Consulting. Fee-only financial planning is offered through North Star Financial Consulting in the state of Indiana. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state(s) in which North Star Financial Consulting is licensed (Registered Investment Advisors are legally empowered to provide investment advisory services only to residents of the states in which they are licensed).

COPYRIGHT NOTICE:

All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Text, articles and GPN logos: (C) 2000 Garrett Planning Network, Inc., Sheryl Garrett, Principal. "Building Brighter Financial Futures" ™. "Financial Planning and Advice for Everyday Life"™. "Hourly, As-Needed Financial Planning and Advice ... The New Choice for Smart Consumers"™. Guest articles and commentary: (C) 2000 AdvisorSites, Inc., Andrew Gluck, Principal.