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Financial Planning

Although portfolio management is our primary focus, we can help with certain financial planning activities.  We can develop financial projections for clients who are accumulating wealth for retirement, as well as retired clients who are relying on investment income to support their lifestyle.  We do not provide advice about estate planning and preservation strategies, as we recommend clients speak with an attorney who specializes in these areas.   

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Northland Capital Management
  • Home
  • Our Firm
    • Firm Professionals
    • Our Difference
    • Independent Custodian
  • Our Approach
    • Fiduciary Principles
    • Transparency
    • Client Commitment
  • Our Services
    • Portfolio Management
    • Financial Planning
    • Disclosure
  • Contact Us