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Financial Planning

The Only Certainty is Uncertainty

Manage Your Financial Risk

No matter how many computer simulations you run, the only thing you can know for sure about your financial plan is that there is no such thing as a crystal ball. That uncertainty can leave you with too many unanswered questions, such as:

  • Will you outlive your savings and investments?
  • Will the long-term care of you or your spouse one day burden your children?
  • Will your family be financially secure if something should happen to you?
  • What would happen to your business if you should die?

You can never know what the future will bring, but you can safeguard your family’s financial health by managing your risk as carefully as you manage your portfolio. At Northeastern Star Asset Management, Inc., we can help you identify your unique risks, analyze your current path, and customize a comprehensive roadmap that can help you sleep at night.

Our services are tailored to meet the financial advice you seek, and our fees are based on the complexity of your situation. While we offer comprehensive financial planning services covering all aspects of your finances—from investing to estate planning and insurance—not everyone needs comprehensive advice. If you need advice focused on meeting a single important challenge, such as retirement or college funding, we can establish a plan for moving forward and limit the scope of the engagement to keep our fees within your reach. Then, you can decide how you want our relationship to progress.