Patrick Munro began his financial career more than 20 years ago in the ranks of the banking, insurance and brokerage industries. In 1997, he founded his own company, Northstar Financial Advisors, intent upon providing the comprehensive, personalized services retirees and pre-retirees need to pursue their retirement dreams.
“By offering the most comprehensive service available,” Patrick says, “we can design solutions for all aspects of a client’s financial life and weave the solutions into a holistic plan so all aspects work together efficiently. We emphasize personalized service because everyone has different financial goals and is best served by solutions customized for his or her unique needs.”
In addition to extensive experience, Patrick brings to clients his Registered Financial Consultant (RFC) certification, which trained him to help people with needs ranging from retirement and investment planning to estate and succession planning. His specialties include innovative income planning and safe-money programs designed to help clients grow and protect their savings, and establish an income stream for life.
A gifted speaker, Patrick shares his expertise as founder and host of Retire Right Radio (9:30am Saturdays on WRNN 99.5 FM). His dedication to helping others has led to membership in the Million Dollar Round Table, considered the standard of excellence in the financial services industry. A greater tribute to him is his firm’s loyal, growing clientele.
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How long your current savings could last in retirement.
All of your options to make your money work for you.
How to optimize your social security benefits.
How you could legally pay fewer taxes.
Strategies to help ensure you never run out of money in retirement.