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PROTECT. GROW.
REDUCE TAXES ON WEALTH.

Financial Planning in
North & South Carolina

NorthStar Financial & Retirement Planning is an independent retirement planning firm focusing on helping individuals and couples in their mid-50s and older to retire with confidence. Our areas of focus are retirement income planning, tax reduction strategies, and investment management. Our mission is to provide efficient investment strategies along with a lifetime guaranteed and sustainable income for our clients, while being as tax efficient as possible.

Here is a short video introducing how Riskalyze may help.

We help PROTECT, GROW, and REDUCE
TAXES on our clients’ WEALTH

We are a wealth management and retirement planning firm. Our approach is to look at the ‘big picture’ of what a successful retirement should look and feel like, combined with the individual’s goals, and then build a plan that matches that picture. One of our goals is to help get our clients as close to the zero percent tax-bracket as possible.

NorthStar Financial Planning & Retirement believes having a strategic financial retirement plan helps our clients aim toward growing their wealth, protecting their savings, and reducing taxes on their wealth. It all starts with knowing a client’s needs and understanding how to help them meet those needs.

Get Your Complimentary Portfolio X-Ray Analysis Today!

Fill out the form below to begin your retirement journey! Get your complimentary Portfolio X-Ray Analysis today!

Get Your Complimentary Portfolio X-Ray Analysis Today!

Fill out the form below to begin your retirement journey! Get your complimentary Portfolio X-Ray Analysis today!

NorthStar Financial & Retirement Planning is a proud supporter of Safe Harbor.

Safe Harbor’s mission is to provide a continuum of services to victims of domestic violence and their children. To eliminate cultural acceptance of domestic violence through a coordinated community response, education, and prevention.