True North Financial Planning Advisors, launches a financial planning website to promote investor education in financial planning and investment advisory services. True North Financial Advisors founder, Stephen Ostrofsky, CFP®, has 25 years of experience in the financial services industry. Mr. Ostrofsky strongly believes, “most financial advisors’ compensation is structured in a way that is diametrically opposed to the best interests of the clients they advise. Conflicts of interest distort the information provided and the advice and recommendations made to investors.” He explains further his company’s client philosophy, “We believe investor interests are best served when a financial advisor’s compensation is tied to the services provided through a financial advisory agreement. Our mission is to provide financial planning services that discloses all relevant facts, including what costs you pay for your financial advice.”
Through a financial advisory agreement, Clients are entitled to safeguards and protections afforded through a fiduciary financial advisory relationship. Clients receive financial planning services, including:
• Budgeting;
• Insurance Planning and Risk Management;
• Employee Benefits Planning;
• Tax Planning;
• Investment Management;
• Retirement Planning; and
• Estate and Eldercare Planning.
The investment advisory services include the development of investment strategies based on client investment objectives, investment time horizon and risk tolerances, which are implemented and monitored through the use of a personalized:
• Investment Policy Statement; and
• Asset Allocation Models.
Our mission is to educate investors about the benefits of financial advice that discloses all relevant facts, including what costs you pay for your financial advice.
Our team is comprised of dedicated professionals who are interested in a truly unique relationship of trust and confidence with those individuals we help. The information provided by True North Financial Advisors is based on our professional opinions without any conflicts of interest or consideration of our personal enrichment. We trust your access to our professional experience and knowledge of the financial services industry will provide the direction you need to find your True North.
