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Individuals Businesses Retirement Services WSMA Members Our Team

Employment Opportunities Contact Schedule Resources Log In

Northern Capital Retirement Services, Inc.

Request a Proposal

Find out how we can help equip your employees for the future by filling out the form below.

Name of organization

Your name *

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If you have any specific questions, please enter them below and we'll make sure they're addressed.

What type of plan do you currently offer to employees?

401(k) — participants self-direct

401(k) — balances invested for participants

403(b)

Simple Plan

SEP Plan

None

Unsure

How did you hear about us?

Professional Referral

Personal Referral

Facebook

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Other

Do you have an Adviser you prefer to work with?

Jim Wilson, CFP®

David Holloway, CFP®

Elizabeth Hail, CFP®

Molly Chase, CFP®

No Preference

Thank you!

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Northern Capital Management, Inc.
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ADV Part 3 - Form CRS
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Corporate Request For Proposal

Northern Capital Retirement Services, Inc.
Retirement Services
ADV Part 3 - Form CRS
Request ADV Part 2A
Request a Proposal

Important Disclosures

©2024 Northern Capital Management, Inc. & Northern Capital Retirement Services, Inc.