Ken Varndell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NorthStar Capital Group in Carmel, IN and the surrounding communities.
The professionals at NorthStar Capital Group provide 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.
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There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
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If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
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Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
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Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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