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.”

  • The Northern Star Newsletter 2/22/18
    Every once in a while, it is necessary to remind myself about what matters and what doesn't. I tend to get so focused on a detail or two that I easily lose focus on the "why," or the bigger picture of...
  • The Northern Star 2/14/18
    Heading into a third straight week of market volatility, the VIX is still above 20, and the market doesn't seem to know if the buyers or the sellers are going to emerge victorious. According to Market...
  • Northern Star Newsletter 02/12/2018 - Special Update: Understanding Recent Market Volatility
    After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. During times like these, viewing events in their proper context is imperative....
  • Northern Star Newsletter 02/07/2018
    Remain Calm, we have been expecting this for a while now. The markets have begun their corrective move last week, ending the week over 1000 points down from their high. According to Jurrien Timmer...
  • 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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