We Never Lose Sight of You and Your Family
At TruNorth Investment Management we are committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals, but we don't look at your life as just a set of numbers. We like to get to know you and understand you and your individual needs. We believe a holistic approach to your financial plan can help you prioritize your financial goals and plan for the road ahead.
We specialize in:
- Retirement Planning and Social Security Maximization
- Individual and Family Financial Planning Including:
- Investments
- Education
- Charitable Giving
- Risk Protection Insurance
- Lending Analysis
- Women in Life Transition
- Tax Overlay Management
You're Just Getting Started
You're setting out on your own. From investment basics to money strategies for your 20s and 30s, we have the resources to help you start off right.
Growing Your Life and Wealth
While you are growing your life, buying a house, having children, we can help you grow your wealth.
Pre-Retirement Preparation
There are critical ages to know about in pre-retirement. We break them down and give you tips to maximize the final part of your working years.
Retire to the Life You Want
Where do you want to be in retirement? We can help you get there.
Love and Marriage
Love and Marriage and Money. Start off on the right financial foot for a happily ever after.
Children
No matter how old or young your kids are, it is not too late to start giving them the tools to make smart decisions about money.
Divorce
Going through a divorce is rarely simple. It's important to understand the financial considerations and decisions you will have to make along the way.
Death of a Loved One
No one is ever ready for the death of a loved one. Working with people you trust can help make a difficult process a little bit easier.