AtenNorth Financial Planning

Lance Aten and Mary Kay North are proud to call themselves CERTIFIED FINANCIAL PLANNER professionals, committed to guiding you toward financial stability and achieving your life goals. Our mission is to build lasting relationships with our clients based on trust, transparency, and a genuine understanding of their unique needs. We believe that everyone deserves access to expert financial advice, regardless of their age, income, or financial background.

Our Philosophy

At Aten & North, we take a holistic approach to financial planning. We believe that true financial wellness encompasses far more than just investments. We delve deep into your personal circumstances, aspirations, and risk tolerance to craft a comprehensive plan that addresses all aspects of your financial future. Whether you are planning for retirement, saving for your children's education, protecting your loved ones with life insurance, or seeking guidance on navigating the complexities of investments, we are here to provide personalized solutions tailored to your individual needs.

Our Expertise

Together, we bring over 44 years of experience to the table, honed through countless consultations, market fluctuations, and evolving financial landscapes. We are both CERTIFIED FINANCIAL PLANNER professionals, which signifies our commitment to the highest ethical standards and a comprehensive understanding of financial planning principles. This rigorous certification requires ongoing education and adherence to a strict code of conduct, ensuring you receive the most up-to-date and sound advice possible.

Services We Offer

We offer a wide range of services designed to empower you to take control of your financial future:

• Retirement Income Planning: We help you map out a secure and comfortable retirement, considering factors such as Social Security benefits, pension plans, investment strategies, and long-term care needs.
• Financial Planning: We create personalized financial plans encompassing all aspects of your financial life, from budgeting and debt management to asset allocation and estate planning.
• Life Insurance Planning: We help you determine the appropriate life insurance coverage to protect your loved ones and ensure their financial security in case of the unexpected.

• 401(k) and Pension Planning: We provide guidance on maximizing your retirement savings through your employer-sponsored retirement plans.

• Mutual Funds, Annuities, Stocks, and Bonds: We offer a variety of investment options to tailor a portfolio that aligns with your risk tolerance and financial goals.
• Long-Term Care Insurance: We explore the options for protecting yourself and your loved ones from the potentially crippling costs of long-term care.
• Education Funding: We assist in developing strategies to fund your children's education, considering factors such as tuition rates, savings plans, and potential scholarships.

We believe in open and ongoing communication. We work alongside you every step of the way, providing clear explanations, addressing your concerns, and adapting your plan as your life circumstances evolve.