As our valued customer, you have access to Northstar Financial Services. Your IPI financial consultants will assist you in planning your financial future.
Services for Business Clients
From employee benefits programs to executive compensation plans to business exit and succession planning, we bring all the necessary expertise to the table to deliver innovative, tax-efficient solutions to help businesses stay competitive and thrive.
Employer Benefits Planning
We specialize in helping employers develop cost-effective benefits programs and executive compensation plans to help attract and retain valuable employees.
- Cash Balance Pension Plan Services
- 401(k) Services
- Retirement Plan Services
- Defined Contribution Plan Services
Cash Management Services
Business Succession and Exit Planning
We help small business owners prepare to exit or retire under the most favorable financial conditions. We look at key issues such as whether the business will be capable of distributing enough income to principals post departure and developing strategies to maximize value in the short and long terms. Where appropriate, we coordinate the development of a business succession and exit plan with bankers, attorneys and accountants.
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No bank guarantee | Not a deposit | Not FDIC insured | Not insured by any federal government agency | May lose value
All Securities and Advisory Services are offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer, Registered Investment Advisor and Member FINRA & SIPC. The investment services offered by IPI under the name Northstar Financial Services are in no way affiliated with or offered by Northstar Bank, nor is Northstar Bank a registered broker/dealer. Customers working with Northstar Financial Services will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank, and involve investment risks including possible loss of principal amount invested.