True North Investments, LLC
When Summer and I decided to start True North Investments,
In life, in business, or a financial plan, you need to have a True North. It becomes that steadfast position to check your progress. Sometimes life can be challenging and difficult to navigate. With the team at True North Investments, we will take the guesswork out of handling money. We will help guide you financially every step of the way.
What are our Values?
Our values are rooted in our Christian beliefs. We value open and honest communication as it is the cornerstone of any meaningful relationship. Our clients are a part of our family. By taking the time to fully explain and educate our clients, we are able to guide them to their financial goals.
What do we Believe?
We believe in the Golden Rule, all the time, no matter what. We treat our clients like we would like to be treated. The only way to be a trusted guide for a our clients is to get to know them at a deep and meaningful level. We believe in taking the time to understand their fears, needs, and deepest desires.
What is our Purpose?
Our purpose is to guide our clients from where they are financially to their retirement destination. By monitoring each client’s progress, we can help move them back onto their chosen path. Through our guidance, we are able to help our client’s reach their goals, dreams, and aspirations that THEY have for retirement. We want to help our clients set a path for their children and their children’s children. Through helping our clients leave a legacy which is more involved than just money, we hope to create one of our own. We want to have a reputation in the community for what we do for our clients.
What Causes are important to us?
Our local community is very important to us. We believe a more financially educated community leads to less poverty. In turn, more people can reach their financial goals and change future generations. We are focused on being a beacon of light to shine needed expertise toward financial education in our community.
Are you ready to move forward?