Celebrating 30 years of serving Northern Michigan’s financial needs!
Founded in 1979, Northern Financial Management has contributed to the financial success of many people. This has been achieved by offering an array of financial products and services designed to help individuals, families and businesses build, protect and preserve their hard-earned assets.
As independent insurance agents and financial representatives, we are able to offer a wide variety of financial services and products without the influence of being tied to one particular companies’ products or services. What does this mean for our clients? It means that our clients will receive unbiased recommendations and can feel assured that we are always acting in our clients’ best interest. Stop wondering if your representative is doing what is best for them rather than what is right for you.
Our Services include:
- Fee-based Asset Management*
- Mutual Funds
- 401(k)’s & 403(b)’s
- Individual Retirement Accounts (IRA’s)
- Business Planning
- College Planning
- Estate Planning
- Retirement Planning
- Annuities
- Life Insurance
- Health Insurance
- Disability Insurance
- Long-Term Care Insurance
Call us for your complimentary initial consultation or insurance review and find out why Northern Financial Management has been the premier financial planning firm of Northern Michigan for the past 31 years! Whether it is insurance or investments, Northern Financial Management is here to help. Let us put our experience to work for you!