When it comes to retirement planning, we've got you covered.
Planning for retirement can seem overwhelming and intimidating, but it doesn’t have to be.
At NorthStar Financial & Retirement Planning, we help individuals & couples in their mid-50s and older to retire with confidence by focusing on providing guaranteed and sustainable lifetime income while getting as close to the zero-tax bracket as possible.
Our goal is to ensure your assets are safe guarded, your family is taken care of, and no detail is left unexplored.
NorthStar on Radio & TV
RADIO SHOW
Stop Worrying
You're Retired
Tune in to George’s radio show, airing every Thursday and Saturday. Discover more about current and trending topics affecting your retirement.
WORD 106.3 FM – Saturdays – 8:00 a.m.
WHKP AM 1450 – Thursdays – 9:05 a.m.
TV SHOW
Retirement
Today TV
WSPA Channel 7 ( CBS)
Your Carolina with Jack and Megan Wednesdays – 9:00 a.m.
Sunday Morning with Jane Pauley Sundays – 9:00 a.m.
Featured on
We Get It
We know life can be unpredictable at times,
so we don't take anything for granted.
That’s why when your current strategy no longer meets your financial needs or you have retirement worries, we have a team here to help you navigate through the entire retirement planning process to create a tailored, comprehensive plan unique to you.
Here's What Makes Us Different
We're an independent & fiduciary firm.
As an independent firm, we can offer unbiased advice without the pressure from a big parent company. As fiduciaries, we are legally obligated to put our clients interest above all else.
We have a unique & specialized team here for you.
We’ve curated a knowledgeable and experienced group of professionals to help you in the areas of Investments, Taxes and Social Security Planning, Estate and Legacy Planning, Long-Term Care, and Healthcare Planning.
We take a comprehensive approach to income planning.
Our low risk tolerance financial plans, tax strategies, and legal services are comprehensive- your plan with us includes detailed tax, social security planning, asset preservation, legacy succession, estate planning, and protection during market downturns, emergencies, and long-term care events.
We'll focus on getting you to, and through, retirement.
NorthStar Financial & Retirement Planning is specialized to help those in their early 50s and beyond.
We'll work to get you as close to the zero-tax bracket as possible.
Taxes matter! Higher taxes can add substantial stress in retirement . We can ensure that you are maximizing your tax savings during these phases of your
Educating you is part of our planning process.
With the mindset of a servant, not a salesperson, we’ll analyze your situation and develop a plan that works for your vision and lifestyle. We want to make sure you understand what you own, why you own it and how it will benefit you.
