Privacy Policy


Northstar Financial Planners, Inc., a Registered Investment Advisor, is committed to safeguarding the confidential information of its clients and prospects. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by Northstar Financial Planners, Inc.

We do not disclose information to nonaffiliated third parties, except as permitted by law or as required to establish and maintain a brokerage account in your name. If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising you first. We use financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy.

Click to view our complete privacy principles.