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The Northern Way Retirement GPS™

Our process is designed to help our clients achieve simplicity and confidence during their
retirement years. It’s focused on 5 key areas of your current financial life.

We are built on two core philosophies that guide us.

  1. Being a small independent boutique firm here to serve your best interests.
  2. Using our proprietary process to set your GPS.

Our process is designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused on 5 key areas of your current financial life.

Income Planning

Our goal is for you to have confidence and a solid strategy to ensure predictable spending to cover your projected costs.

  • Income & Expense Analysis
  • Social Security Maximization
  • Inflation Planning
  • Spousal Planning
  • Organizing, tracking, and testing the plan

Investment Planning

Our balanced approach to investing will lead you to a worry free retirement.

  • Assessing risk tolerance
  • Adjusting your portfolio to reduce fees
  • Organizing, tracking, and testing the plan

Tax Planning

All of our Northern Way Retirement GPS™ plans include a strategy for tax liabilities.

  • Assessing the taxable nature of your current holding
  • Planning IRA Taxes
  • Strategizing ways to include tax-free money in your plan
  • Tax-Deferral

Healthcare Planning

It is important to have a strategy for rising healthcare costs.

  • Creating a plan for future healthcare expenses
  • Looking at all aspects of medicare
  • Analyzing options for a long term care plan

Legacy Planning

It is important for you to design how you want your legacy plan to be executed. We will collaborate with our experienced estate planning attorneys to create your personal legacy plan.

  • Protecting assets utilizing trusts
  • Tax planning for your estate
  • Coordinating the estate plan for your finance and assets
  • Power of Attorney Documents
  • Funding Your Trust
  • Grandchild/Child Life Plan

We are excited for you to have your unique Northern Way Retirement GPS put into motion today. Just give us a call and we will get you on the calendar for your no cost appointment to gather your financial bearings.

SCHEDULE TODAY

The Northern Way Experience

step-1

Bearings Visit

Your foundational meeting where it’s all about us being able to gather our bearings about who you are, where you are today and where you want to go in your dream retirement.

step-2

GPS Visit

You will receive your Northern Way Retirement GPS and we will show you how your financial picture looks and where we can specifically make adjustments to get to your desired GPS. You will have clarity by the end of the session to decide if you’re ready for us to prepare your route.

step-3

Route Session

Your visit is where you will be presented with your individual route that will lead you to a confident retirement.

step-4

Journey Session

The route has been set now and we finalize and celebrate the destination you picked. Ongoing, you will have us as your trusted guide through your journey.

We Are Ready to Help You Reach Your Financial Goals

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Start Your Journey

Discover which services you will need for your financial plan

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Tax
Planning

Investment
Strategies

Income
Forcasting

Legacy
Blueprint

Health Care
Planning

We are excited for you to have your unique
Northern Way Retirement GPSTM put into motion today.

Just give us a call and we will get you on the calendar for
your no-cost appointment to gather your financial bearings.

Start Your Journey
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Full Disclosure

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA) an SEC Registered Investment Advisor. Northern Way Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.


This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Northern Way Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.


Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.