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Whether you’re looking to expand your investment opportunities or you’ve reached a point in life where your focus is on protecting your financial accomplishments, True North Financial can help. Use our broad range of investment services and personal, hands-on approach to help you attain your financial goals.

Our Investment Services include: 

401(k) Plans

A 401(k) plan is a tax-qualified plan in which an employee can elect to contribute a portion of his or her cash wages to the plan on a pre-tax basis.

Safe Harbor 401(k) Plans

A specific type of 401(k) plan that eliminates some issues with compliance testing.

403(b) Plans

A 403(b) plan, sometimes called a tax-sheltered annuity (TSA) plan, is a retirement plan for certain employees of public schools, employees of certain tax-exempt organizations, and certain ministers. It is similar to a 401(k).

SEP Plans

SEPs provide a simplified method for you to make contributions to a retirement plan for your employees without the complicated reporting and expense of a 401(k) plan. 


Under a SIMPLE plan, employees can choose to make salary reduction contributions rather than receiving these amounts as part of their regular pay. In addition, the employer contributes matching or non-elective contributions.

Defined Benefit Plans

An employer-sponsored retirement plan in which employee benefits are determined through a formula using factors such as salary history and duration of employment. Investment risk and portfolio management are entirely under the control of the company.

Profit Sharing Plans

A plan that gives employees a share in the profits of the company. This is a great way to give employees a sense of ownership in the company. The company decides which portion of the profit will be shared and then divides the money among employees according to an agreed upon formula.  

Key Person Insurance

An insurance policy designed to compensate a business for financial losses that can arise from the death or extended incapacity of a "key employee."

Business Overhead Expense Insurance

Insurance designed to reimburse a business for overhead expenses in the event a business owner becomes disabled.