Financial Planning Services and Consultations for Private Clients

Working with private clients frequently throughout the yearPrivate clients are given frequent and proactive communication. We are in touch with these clients 50-70 times yearly through email, calls, in-person meetings and webinars. They receive weekly newsletters and feel confident that when they need us, we will be available.

Private clients have no restrictions on their investments, which allows us freedom on how we manage their portfolio. We want to help you build and protect your nest egg and feel comfortable in your retirement. Using a non-traditional approach to investing and financial planning has allowed many of our clients to take advantage of some unique investment vehicles as well as shifting market conditions to their benefit.

Personal Financial Advice from Investment Managers in Lafayette, Indiana

“It is pretty rare for a client with less than 2 million dollars to actually ever meet the investment manager who is actually making the investment decisions on their account on a daily, weekly and quarterly basis.” said Jon McCardle, President of Summit Financial Group of Indiana. “Here, we did not want added costs of middle men taking from our clients, unnecessary fees and commissions. This is why WE manage our client’s investments directly with tools and systems that we have designed, developed, implemented and have had success with over our tenure.”

  • Northern Star Newsletter 11/30/2017
    We currently have a relatively low VIX at 11.30 this morning, indicating that investor fear is still very low, although not quite as low as it was earlier this year. We have a dollar at a 93.29 level,...
  • Northern Star Newsletter 11/22/2017
    We are seeing the market rebound in a healthy way following the previous 12 days of volatility and decline. The sharper ups and downs are reminiscent of times past where 100 point swings were more the...
  • Northern Star Newsletter 11/16/2017
    We are seeing the pre-emptive effects of the president's tax reform hitting the markets this past week or so. Especially today, where there is now some doubt creeping in as to his ability to get a leg...
  • Northern Star Newsletter 11/09/2017
    I have been reading numerous articles ranging from merely mentioning to outright celebrating the rally unfolding overseas at this moment. Given the current overbought market in domestic equities, this...
  • GOING THE EXTRA MILE TO EARN CLIENTS’ TRUST

    For many investors today, the biggest question is trust. Who can you trust to help you make smart financial decisions and manage your money with integrity? For a growing number of clients in Indian...
  • The Multi-Generational Benefits of Trust-Owner Annuities

    Today's global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital and managing the ever-present string of taxes and expenses in trust-ow...
  • Northern Star Newsletter 5/26/14

    Get the latest advice and tips in this week's newsletter!
  • Recent Changes to IRA Rollover Rules

    According to new IRS rules, IRA rollovers are changing a little. While you could previously take one rollover a year for each of your IRAs, that's no longer the case. See how the rule has changed.




Our systems are designed for early warning and protection from severe storms that would harm your economic condition

In 2007, our systems indicated we leave the markets while others did not and therefore our clients
 did NOT participate in the downturn of 2008-2009

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