Northern Alliance Financial
No matter where you are in life, your financial future is our
highest priority. Our financial planning process is customized
to each client’s goals, needs, and timeline so you get the
support you deserve.
Northern Alliance Financial is here to help you manage your finances so you can pursue your ultimate goals.
Financial Planning
Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
Insurance Services
Some retirees underestimate the impact a big Market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
Estate Planning
Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.
Individual Planning
Retirement Planning
At Northern Alliance Financial we take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:
- What do you visualize yourself doing on your journey through your golden years?
- How are you going to position your life savings to provide funding for your vision?
- How can we position those assets in a way that provides you confidence and peace of mind?
- What are you going to do when and if the unexpected happens?
- What will happen to your assets when it’s time for you to pass on.
Medicare
What is Medicare and What Does it Cover?
Medicare is the federal health insurance program for people who are 65 or older, or those under 65 who may qualify because of a disability or another special situation. Medicare helps millions of American seniors and disabled individuals cover some of their health care costs.
Some of our Medicare Services include the following, but not limited to:
Medicare Insurance
Medicare Supplemental Insurance
Medicaid Crisis Planning
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
HOW?
403B / TSA Plans
Annuities
Alternative Investment Options
Asset Protection
CD Alternatives
College Funding
Fixed Indexed Annuities
Guaranteed Income
Income Planning
Investment Planning
IRA & 401(K) Assets and Planning
IRA, 401(K) and 403(B) Rollovers
IRA Legacy Planning
Legacy Planning
LifeLock
Lifetime Income Planning
“Living” Your Legacy Retirement and Legacy Planning
Stock Market Protection Planning
Tax Depletion Techniques
Wealth Planning
Wills, Trusts, Estates
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
HOW?
Asset Protection Strategies
Business Continuation, Buy/Sell Agreements
Business Owner Retirement Solutions
Business Succession Planning
Executive Benefit Packages
Indexed Universal Life Insurance
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Portfolio Management
Probate
Retirement Income Planning
Retirement Income Strategies
Safe Money Options
Social Security
Tax-Efficient Strategies
Tax Planning
GIVE
Provide for the people and causes you care about the most.
HOW?
Business Owner Retirement Solutions
Charitable Giving
College Funding
Deferred Income Annuity
Estate Planning
Immediate Annuity
Life Insurance
Living Benefits Insurance
Long Term Care Insurance
Medicare Insurance
Medicare Supplemental Insurance
Medicaid Crisis Planning
Qualified and Non-qualified Deferred Compensation
Tax Advisory
Tax Reduction Strategies
Wealth Management
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
We are not connected with or endorsed by the United States government or the federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
The purpose of this website is to provide general information on Medicare, Medicare Advantage, Medicare Supplement, Medicare Part D, and other health insurance related information. At Northern Alliance Financial, we believe that everyone should have access to the information needed to make an informed, confident decision about their healthcare. Calling the number on this site will connect you to a licensed insurance agent.
Northern Alliance Financial has researched government websites and publications in an effort to provide you with information. We believe the sources we use to provide information to be reliable. However, we do not guarantee or warrant the accuracy of this information. All materials on this site are for informational purposes only. The contents of this website are subject to change without notice. If you would like to find more information about the Government Medicare program, please visit the Official U.S. Government website for Medicare, located at medicare.gov.
Northern Alliance Financial is not connected with, affiliated with, or endorsed by the United States government, the Federal Medicare program, or a state agency. Medicare has not reviewed nor endorsed this information. Products sold by our team are backed by the insurance company’s guaranteed association and underwriting powers.