We’re here for you- an experienced, independent, comprehensive financial & retirement planning team that designs plans to protect, grow, and minimize taxes on your wealth.
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.
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 – 4:00 p.m.
WGTK 94.5 FM – Saturdays – 5:00 p.m.
WHKP AM 1450 – Thursdays – 9:05 a.m.
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.
WHNS Channel 21 (FOX)
Mondays – 10:00 a.m.
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.
As an independent firm, we can offer unbiased advice without the pressure from a big parent company. We are legally and ethically obligated to put our clients interest above all else.
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, Medicare, and healthcare 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.
NorthStar Financial & Retirement Planning is specialized to help those in their early 50s and beyond. Ask about HerCompass, our specialized women’s retirement planning program.
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 life.
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.
NorthStar uses Riskalyze, an award-winning technology that quantifies your level of risk. Using this tool, we’ll work to help you create a portfolio that aligns with your investment goals to better ensure a solid plan for your financial future.
Click below to try Riskalyze, you could discover as many do that there is a significant difference between the amount of risk you want to take and what you’re actually taking.
Our 5-STEP RETIREMENT GUIDE will show you what information is needed to understand the risks associated with retirement so that you can make smart retirement planning decisions.
It can be difficult to decide where to go for financial advice. At NorthStar, we believe in the Golden Rule: treat others the way you would like to be treated. We understand that people can be apprehensive when asking for information and assistance.
Our promise to you is that we will be respectful of your time and there will be no pressure or obligation to do business with us. We want you to be comfortable from the minute we meet!
412 Pettigru Street, Suite A
Greenville, SC 29601
Phone: (864) 297-0762
Fax: (800) 716-9883
Email: [email protected]
Biltmore Park Town Square
28 SCHENCK Parkway
Building 2B, Suite 200
Asheville, NC 28803
Fax: (800) 716-9883
We Serve Clients Virtually Across the United States
Schedule an appointment today!
Investment Advisory Services offered through Delta Investment Management, LLC, a Registered Investment Advisor. NorthStar Financial & Retirement Planning, LLC and Delta Investment Management, LLC are not affiliated. Annuity guarantees, including optional riders, are backed by the financial strength and claims-paying ability of the issuing insurance company. Insurance products, including annuities, offered through NorthStar Financial and Retirement Planning. Life and annuity licensed in License No: 5538278.
Investing involves the risk of loss. Past performance is not an indication of future performance.