Our Services
 While developing a customized financial program for our Upper Peninsula and Northern Michigan clients, we will walk you through a step-by-step process that will help you feel confident when making your financial decisions.
Making financial decisions shouldn't be taken lightly. Choosing the right insurance or investment company shouldn't be either. Over our 10 year history we have done the research and partnered with quality companies that offer quality products. There isn't a single product out there that fits the needs for every client. That's why we spend the time to get to know you and your situation so we can choose the best product suitable for your needs.
Once an analysis of your current situation has been reviewed, we will make suitable product recommendations for your current financial situation. We can help you execute a quality financial program using the following products and services.
If you're looking for the right way to handle your investments while living in the Upper Peninsula and Northern Michigan then you've come to the right place. Below is a list of the common accounts we have helped our clients with:
- IRA's
- SIMPLE IRA's
- SEP's
- 401 K's
- 401K Rollovers
- Single 401k
- Mutual Funds
- Variable Annuities
- Index Annuities
- Fixed Annuities
With the proper use of tailored products, retirement doesn't have to be a dream it can be reality.
- Retirement Funding and Accumulation.
- Retirement Analysis
- Retirement Income
Estate conservation is very important to ensure the preservation of ones assets. Our commitment to proper estate analysis is one of our main services at Northern Financial. Some of our services are listed below:
- Estate Preservation
- Estate Conservation
- Wealth Transfer
- Legacy Analysis
- Charitable Giving
Your health is important and we are here to help you ensure your quality of life with our health insurance products. Living without health insurance is really not an option. One slip on the ice or a serious illness can financially ruin a person. Health insurance doesn't have to be expensive. We will take the time to tailor a program not only to fit your needs, but to fit your budget. We have researched all the companies and can assure you we have the right company with the right policy for you.
- Health Insurance
- Health Insurance Quotes
- Individual Health Insurance
- Group Health Insurance
- Short Term Health Insurance
- Health Savings Accounts
- Health Reimbursement Accounts
- Long Term Care Insurance
- Disability Insurance
- Dental Insurance
Life insurance is commonly overlooked and not usually properly identified. It's one of the most important parts of your financial portfolio. What if you didn't come home from work today? Would your family be able to continue life without your income? We make sure our clients understand the value of life insurance and identify the right product to fit their needs. How much is enough coverage? It's an answer that is unique to every client. We will help identify that need and present an affordable solution. Below is a list of the common life policies we have put in place to help our clients.
- Life Insurance
- Universal Life
- Term Life
- Whole Life
- Variable Life
- Return of Premium Life Insurance
- Business Buy Sell Agreements
- Key Man Life Insurance
- Group Life Insurance
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