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    Financial Planning That Puts Your Life Goals First.

    Over 25 years of helping people live the retirement they've always imagined

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Blog

Ryan Yee | Jun 3, 2026

Should you consider an annuity?

Retirement
"What if my money runs out before I do?" It's one of the most common retirement questions, and one of the most important. Annuities can offer guaranteed
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forest trees transitioning through the seasons
Paul Rubel | May 30, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

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Business professional in a suit standing by office window, looking at city skyline in a modern workspace.
Damon Yee | May 30, 2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

Investments
Finance
Risk Management

It rarely starts calmly.

A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.

And

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people reviewing documents
Paul Rubel | May 30, 2026

Checking Your Portfolio Isn't the Same as Reviewing It

Investments
Retirement
Tax Planning
Risk Management
Estate Planning

Nearly half of investors check their portfolio at least once a day.1

Many of them aren't reviewing anything.

They're refreshing a number. Watching it move

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Investment Advisory and Securities offered through Centaurus Financial, Inc., A Registered Investment Advisor. Member FINRA and SIPC. True North Financial Advisors and Centaurus Financial,Inc. are not affiliated companies. The contents of this site are not an offer to buy or sell securities. Investment advice is offered only after establishing your suitability with any recommendation by considering your goals, current financial situation and risk tolerance.
 

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