At True North Financial Solutions, we believe financial planning should be built on trust, clarity, and lasting relationships. Unlike firms that lead with products or quick-fix strategies, our process begins with listening. Our founder, John Blumberg often says "You just need a yellow pad and a good pair of ears!"

 

We take the time to understand your unique goals, concerns, and priorities so that every solution we recommend is tailored specifically to you... not a sales agenda.

 

What sets us apart is our commitment to steady, tax-advantaged strategies that focus on long-term security rather than short-term gains. Our clients can rest easier knowing their plans are designed to withstand market fluctuations and protect them from the risks of outliving their income, facing illness, or leaving their families unprepared. As one client put it, “They take a holistic view with a proactive approach invoking the confidence and trust you need for your financial future.” That trust is at the core of everything we do.

 

As a family-owned and operated firm, we bring a personal touch to every relationship. Our team sees financial planning not as a transaction, but as an ongoing partnership built on honesty and integrity. We are proud to serve multiple generations of families, helping them create, preserve, and pass on wealth with confidence.

 

At True North, we don’t just manage numbers, we help people navigate life’s financial journey with guidance they can count on today, tomorrow, and for years to come.

 

Our first meeting is all about getting to know you; your goals, priorities, and what matters most. From there, we’ll explore personalized solutions designed around your unique needs. In our follow-up meeting, we’ll review your options together and create a clear plan for your financial future.

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