ABOUT
Amy Lutke
When retirement is a few years away, the questions start to change.
Questions about income.
Concerns about market swings.
A quiet uncertainty about whether everything will work once the paychecks stop.
TrueNorth Financial was founded to help individuals and couples nearing or in retirement move forward with clarity and confidence.
The focus is simple: helping you create reliable income from the savings you’ve worked hard to build.
Retirement planning should be understandable.
You should know where your income comes from and how it’s designed to last.
How We Work
Every relationship begins with listening.
We take time to understand your current plan, your concerns, and what you want retirement to look like. From there, we identify risks, structure a clear income strategy, and conduct ongoing reviews to keep your plan aligned with your life.
Retirement is different from wealth accumulation.
The priorities change.
The decisions carry more weight.
Our role is to help you step into retirement knowing your income is built to support you.