Our Firm

Our Firm

True North Retirement Counsel is a full service financial planning and investment firm specializing in helping boomers make a successful life transition from work to retirement. When it comes to your retirement, we believe that whatever your dreams are, we can create a plan to help put them into action.  Our motto is:  Dream it. Plan it. Live it!

We work with a select group of clients one on one, taking them through our unique retirement planning process – The Fearless Retirement Blueprint™. Our first priority it to help you understand and articulate the vision you have for your future. Once we have a shared understanding of what motivates you, and the things you want to do in this next stage of life, we’ll work to get a full understanding of your financial situation. Only then can we start to craft a plan designed to best utilize the financial resources you have available for your future.

Planning is our passion and we work hard every day to bring your dreams to life. But it doesn’t end there. Putting your plans into action is a key step to ensuring success. Your fully customized retirement plan will include specific recommendations that must be implemented. You’re free to do this with us and we’d be delighted to work with you to that end. However, you’re under no obligation to do so. If you do choose to work with us in the implementation phase, we are fully licensed to offer you a wide range of investment and insurance solutions. 

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