Disclosures

Advisory services are offered through Northstar Financial Planning, an SEC-registered investment adviser. SEC registration does not imply a certain level of skill or training. Content is for informational purposes only and should not be construed as investment advice, legal advice, or a recommendation.

Social Media

These disclosures apply to content published on this website and on social media accounts maintained by Northstar Financial Planning and its personnel, including accounts on LinkedIn, Instagram, Facebook, and X (Twitter). Content on these accounts is for informational and educational purposes only and is not individualized investment, tax, or legal advice, nor an offer or solicitation to buy or sell any security. Northstar Financial Planning only transacts business in states where it is properly registered or excluded or exempted from registration requirements; nothing on these accounts should be construed as an offer of advisory services in any jurisdiction where such an offer would be unlawful.

Third-party content, comments, and endorsements. Comments, likes, shares, tags, and other interactions by third parties on the firm's or its personnel's social media accounts reflect the views of their authors and are not adopted, endorsed, or verified by Northstar Financial Planning. The firm does not compensate any person for testimonials or endorsements. Northstar Financial Planning reserves the right to remove third-party content, including comments that could be viewed as testimonials or endorsements, that is inconsistent with applicable regulations or firm policy. Third-party interactions should not be interpreted as a representation of any client's experience with the firm.

Direct messages. Please do not send account instructions, transaction or trade requests, or personal or account information through social media messaging features. Such requests will not be acted upon. For business matters, please contact us at (603) 458-2776 or through the contact information on this website.

Monitoring and retention. Communications through the firm's social media accounts, including direct messages, may be monitored, reviewed, and retained by Northstar Financial Planning in accordance with applicable recordkeeping regulations.