Strategic Relationships

Strategic Relationships

In order to provide our clients with a rewarding investment experience, we work strategically with some of the best service providers in the industry, including:

Dimensional Funds Advisors (DFA):

In our ongoing search for outstanding investment products, we have concluded that the unique investment strategy of DFA and their passively-managed no-load mutual funds give them several advantages in capturing market returns for our clients. Please visit them at www.dfaus.com for more information.
NOTE: Northstar Financial Planners, Inc. has no affiliation with DFA and receives no direct or indirect compensation or benefit from DFA for the sale or recommendation of their investment products.

TD Ameritrade Institutional:

TD Ameritrade is a discount online broker which offers outstanding service for institutional investors. Visit them at www.tdainstitutional.com.
NOTE: Northstar Financial Planners, Inc. has no affiliation with TD Ameritrade and receives no direct or indirect compensation or benefit from TD Ameritrade for any client account activities.

Charles Schwab:

Schwab is a discount broker which also has a strong institutional investment platform and a portal to Personal Choice Retirement Accounts, allowing us to provide a wider range of asset management services to members of Miami-Dade Firefighters Local 1403. Their website is www.schwabinstitutional.com.
NOTE: Northstar Financial Planners, Inc. has no affiliation with Schwab and receives no direct or indirect compensation or benefit from Schwab for any client account activities.

National Compliance Services (NCS):

NCS assists us in maintaining compliance with the many laws governing Investment Advisors, including the Investment Advisers Act of 1940, the Securities Act of 1933 and the Securities Exchange Act of 1934. Learn more at www.ncsonline.com.

Northstar Financial Planners is a fee-only investment advisor, devoted to a structured asset class investment strategy.