Many of us have questions about our finances. We’re curious about what we’ll need to accommodate our plans for the future. We want to know where to invest and how to make smart choices. We wonder about the fees we’re paying and to whom we’re paying them. We not only expect our money to work for us, but how we can maximize the impact we have with our assets as well. The bottom line is that we want to be confident our money is helping us realize our goals in the best ways possible.
Individuals, families and businesses come to Bill Stoddart, Founder and Principal of Northfork Financial, for sound advice about their financial well-being. From creating a retirement cash flow or charitable giving analysis for families or establishing investment and financial policies for nonprofits, to maximizing a foundation’s impact or reviewing business strategies and company retirement and succession plans, we provide insightful hourly consulting services to help develop a solid approach to your financial future. For those who wish to engage us to implement specific investment recommendations, we provide ongoing fee-only investment advisory services as well. We are wholly independent, and we work for you.