Why Use This Tool?

The NorthStar Capital Group provides comprehensive financial planning and investment management to families, businesses, entrepreneurs and professionals.  Sensitive to each client's unique circumstances and objectives, we focus on achieving those objectives.  We believe a deep understanding of each client is essential to providing the advice over the long-term that makes achievement of those objectives both possible and likely.

We believe that careful planning is vital to the achievement of long-term goals.  All aspects of our client's financial lives, from investment and retirement planning to insurance and estate planning, must be incorporated into a coordinated strategy for optimal effectiveness.  Then an appropriate portfolio can be constructed, with emphasis on asset allocation, diversification and the utilization of professional money managers.  Communication with our clients is critical in order for appropriate adjustments to be made as circumstances dictate.  A dedication to customer education and service is at the core of our beliefs.

Ken is a  Certified Financial Planner™ professional (CFP^®), Chartered Financial  Consultant (ChFC^®) and Certified Life Underwriter. Ken  received his  bachelor’s degree in business administration from Bowling Green University in  Ohio. He is a member of the Financial Planning Association (FPA), an Investment  Advisor Representative of Transamerica Financial Advisors, Inc. Ken has been  inducted into the Transamerica Financial Advisor's Circle of Honor Society in  recognition for his service to his clients and career  accomplishments. Ken began his  financial planning career in 1987, helping to build a national financial  consulting firm working with successful financial advisors and their clients  with annual sales in excess of $200 million.  In 2000, Ken sold his interest in  the consulting firm and founded the NorthStar Capital Group, devoting his energy  and experience to the personal financial needs of NorthStar Capital Group  clients.