About Great North Investment Services
Are you ready to experience more freedom by taking a proactive approach to your personal financial situation? Welcome to Great North Investment Services. Our team is here to help guide you as you pursue your financial goals. We'll work with you one-on-one to help you establish goals and develop a plan to fit your priorities and lifestyle.
Explore our tools and resources to help gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. You'll learn the basic concepts of financial planning, discover more about who we are, and receive fast, easy access to market performance and data.
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is a great way to help reach your financial goals. It is crucial to create a financial plan that seeks to meet your needs now, and that plans for the future, in a tax efficient manner.
Our Services
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire confidently. Managing assets before and during retirement.
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
It’s daunting to think about the day when you may not be able to live independently and care for yourself.
College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances.
There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world.