Northstar Investment Professionals
Northstar Investment Professionals (NIP) wants to help you develop and implement a solid plan for your hard-earned income. A good financial plan can be essential to realizing the dreams you have for yourself and those you love.
With Investment Professionals, Inc. (IPI) you can be confident you’ll receive the service you deserve and expect from our top-notch advisors.
Currently managing more than $4.2 billion in total client assets, Investment Professionals, Inc. emphasizes financial planning and long-term client service. We provide these services:
- Comprehensive financial planning
- Mutual funds, stocks and bonds
- Wealth management
- Retirement planning
- College funding
- Life insurance, annuities and long-term care insurance
- IRAs and Roth IRAs
- Business owner/Key Person solutions
Protect your hard-earned money while working together to grow it
Investment Professionals, Inc. seeks to bring investment, insurance and education, retirement, estate and tax planning strategies into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. In roles as analyst and coach, we recommend tailored, practical solutions, while explaining complex issues and guiding clients through implementation.
Receive regular check-ups for good financial health
On your behalf, our role is performance monitoring and maintaining an asset allocation in line with your changing investor profile. Your financial consultant will keep you informed of progress toward your goals, showing how much investment income you’ll have under different spending, saving and allocation scenarios over time – and whether you’ll have enough with your current plan.
Benefit from the brainpower of the entire IPI team
While developing and refining your personalized financial plan, your financial consultant often works with IPI colleagues firm-wide to apply our full range of resources in support of your goals.
Our 22-year record of client focus and achievement comes from going the extra mile for our clients.
Take advantage of risk-managed financial strategies for individuals and business owners
Our best-practices comprehensive approach to financial planning is designed to help mitigate risk. We provide individual services or comprehensive planning based on your preferences and comfort level.
Welcome to IPI – and thank you for trusting our team.
- Over 19 years of experience in financial and business management and as a financial advisor.
- FINRA Series 7, 63 and 66 licenses. Licensed to provide variable annuities, in addition to life, health, and long-term care insurance.
- Former NCAA Division I volleyball player at The Ohio State University.
About Investment Professionals, Inc.
Founded in 1992, Investment Professionals, Inc. (IPI) is a full-service broker/dealer providing a broad range of investment products and services to individual and business clients. Our 20-year record of success is grounded in our ability to build the strong foundation of trust that drives mutually successful relationships.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE All Securities and Advisory Services 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 INVESTMENT PROFESSIONALS are in no way affiliated with or offered by NORTHSTAR BANK COLORADO, nor is NORTHSTAR BANK COLORADO a registered broker/dealer. Customers working with NORTHSTAR INVESTMENT PROFESSIONALS 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.