United Financial NW

A sherpa for your financial journey

Financial planner in Lake Oswego, OR (show on map)

Northbound Financial Services is a PlanMember Financial Center offering retirement planning, investment management, tax, insurance, and estate planning.

Call (503) 922-1282

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About

Northbound Financial Services is a PlanMember Financial Center located in Waukesha, WI, founded by Kyle Breitzman. It operates under the PlanMember Financial Corporation umbrella, serving thousands of members nationwide.

The firm offers a full spectrum of services including retirement planning, investment management, tax preparation and planning, estate planning, insurance review, and financial wellness education. It serves individuals, families, educators, public employees, and business owners through a personalized membership model. PlanMember maintains over $20 billion in client assets with a 97% retention rate across more than 210,000 participant accounts.

Personalized membership model with a dedicated financial professional

Proven four-step retirement planning approach

Financial wellness education and resources

Over 50 PlanMember Financial Centers nationwide

97% client retention rate

Services

Tax Preparation

Preparation of tax returns and tax planning services.

Tax Planning

Strategic tax planning to minimize liabilities and optimize financial outcomes.

Asset Allocation

Strategic distribution of investments across different asset classes.

Retirement Analysis

Analysis of retirement readiness and savings needs.

Retirement Income Planning

Planning for sustainable income during retirement years.

Insurance Review

Review of life, disability, and long-term care insurance needs.

Credentials & Certifications

FINRA/SIPC Member

Frequently Asked Questions

What is Northbound Financial Services? +

Northbound Financial Services is a PlanMember Financial Center offering retirement planning, investment management, tax, insurance, and estate planning services.

Who does Northbound Financial Services serve? +

Individuals & Families, Educators, Public Employees, and Business Owners.

What is the Personal Retirement Plan®? +

A PlanMember membership model benefit providing attentive guidance from a dedicated financial professional, periodic reviews, and ongoing communication.

How much in client assets does PlanMember manage? +

PlanMember maintains more than $20 billion in client assets.

What is the significance of the name 'Northbound'? +

It symbolizes the founder's physical journey hiking the Appalachian Trail northbound, which represents the spiritual, emotional, and financial journey we all take.

Why does Northbound use a rabbit as its mascot? +

Rabbits evoke cleverness, fortune, agility, and luck, and the logo is designed to be approachable rather than stuffy or threatening.

Is Northbound Financial Services a separate entity from PlanMember? +

Northbound Financial Services and PlanMember Securities Corporation are independently owned and operated, though Northbound is a PlanMember Financial Center.

What products does PlanMember offer? +

401(k) Plans, 403(b) Plans, Rollover IRAs, Roth & Traditional IRAs, Annuities, and Insurance Planning.