You and Your Wealth Deserve a Personal CFO
Guiding You Towards Financial Freedom
You’ve worked hard to earn and save. You want your money to reach its full potential and are looking for someone to spearhead the process. As your own CFO, we’ll help you blend all components of your finances, so you can spend less time thinking about your money and more time focusing on what brings your life meaning.
Pursuing Your Goals Through 360° Integration
North River Financial strives to assist you in ways that go beyond managing money. This is why your extended support team of financial, tax and legal planning professionals are our allies. Through integration, your support team can better lead you towards success.
The Process
North River Financial adheres to the CFP® Board’s financial planning process guideline. Following these steps helps maintain a systematic process and can produce high quality results:
- Understand the Intersection of Your Life & Your Finances
- Identify Your Goals
- Analyze Your Current Financial Landscape
- Develop Recommendations
- Present the Final Plan
- Implement Plan
- Monitor & Update as Necessary
Our Services Include
Investment Management
Based on your goals, we'll develop and manage a balanced portfolio according to your needs.
Financial Planning
Together, we'll create a comprehensive financial plan to support your life vision.
Investment Management
If you’re looking to effectively manage your investments, you’re in skilled hands. Drawing off his experience as an investment analyst with over 20 years in the financial advisory business, Jon builds portfolio models with risk profiles ranging from aggressive to asset preservation.
Your goals and needs are the focus, which is why customization is critical. It allows us to:
- Maintain tax efficiency
- Adapt to changing market conditions
- Replace underperforming positions
- Meet liquidity needs
We develop a portfolio model tailored to your vision with
Objectivity
Your best interest is at the forefront of every move. LPL Financial does not offer any proprietary investment products. Instead, we seek to identify the more appropriate stock, bond, mutual fund, ETF and more available on the market for your needs.
Due Diligence
An independent 3rd party performs a stress test for the portfolios to ensure each model and the underlying positions are properly aligned with your investment objectives.
Balance
Utilizing a balance between downside risk mitigation and upmarket participation is our method, fueled by a blend of passive and active management.
Financial Planning
“Am I saving enough?”
“Is my portfolio appropriately positioned?”
“Am I paying too much in taxes?”
“What is the best way to fund my children’s education?”
“Will my family be okay if I experience a disability or premature death?”
Do you have questions like these?
We help by providing personalized financial planning to develop and implement recommendations in the context of your entire financial life. Understanding the interconnection of your finances enables us to develop the more appropriate possible recommendation for every disparate part.
Your Comprehensive Financial Plan Includes
Cash flow management
Risk management
Investment planning
Tax planning
Retirement planning
Estate planning
Seem Like We Can Meet Your Needs?
