Northstar Financial and Retirement Group

NorthStar Financial & Retirement Planning is an independent Greenville wealth management firm focused on retirement planning and investment advising. Our mission is to provide efficient and secure investment strategies to both individual and institutional investors.

Greenville, SC | Asheville, NC | Hendersonville, NC

George Fossing, RICP®
President, Investment Advisor Representative

George Fossing has 18 years of experience in creating financial solutions for his clients. He enjoys guiding his clients to a successful retirement. As well as being an Investment Advisor Representative (Series 65), George holds the Retirement Income Certified Professional (RICP) designation through the American College and teaches adult education classes at several higher education institutes about investment strategies.

Click to read more

After college, George worked in management for a Fortune 500 company and eventually became a branch manager for a large insurance company in Greenville, SC. He decided to form NorthStar Financial and Retirement Planning, LLC — an independent Greenville wealth management firm — in 2007 to provide sound investment strategies and insurance products. He is also a member of Ed Slott’s nationally recognized IRA Elite Advisor Group.

George and his wife, Meredith, have lived in the Carolinas for over twenty years where they have raised four beautiful children. The oldest is following in his grandfather’s footsteps by serving in the U.S. Marine Corps. Their daughter is studying education at Clemson University.

George also hosts a weekly radio program, “Stop Worrying, You’re Retired!” on Thursdays from 9:05 a.m. to 10:00 a.m. on WHKP AM 1450 Talk Radio in Hendersonville, WORD 106.3 FM in Greenville on Sundays at 3:00 p.m., and on Saturdays from 6:00 p.m. to 7:00 p.m. on WGTK 94.5 FM.

Travis Smith, CPA/PFS
Investment Advisor Representative

Travis began his career in public accounting and has worked at both international and large regional firms. He received his undergraduate degree in business administration with an accounting concentration at The Citadel in Charleston, SC and a Master’s of Professional Accountancy with an emphasis in taxation from Clemson University.

Click to read more

Travis became a Certified Public Accountant (CPA) in 2006 and subsequently earned the Personal Financial Specialist designation after passing a comprehensive financial planning exam administered by the American Institute of CPAs. In addition, Travis serves clients as an Investment Advisor Representative (Series 65).

Travis and his wife Molly are SC natives and, when not working, enjoy spending time with their two-year-old daughter. Travis’ other hobbies include fishing, cycling, and running.

Kevin Keller, RFC/CEP
Financial Professional

Kevin has been in the financial services industry for more than 30 years, primarily as a Regional Sales Director for nationally known insurance and investment firms. He interacted daily with retail investment advisors and agents throughout the Southeast, coaching them to greater success with their clients. Now it’s his turn to bring the knowledge he has gained and the skills he has used coaching advisors to his own clients at NorthStar Financial and Retirement Planning.

Click to read more

Kevin’s goal is to provide benefits and strategies of wealth accumulation to small-business owners and individuals. These strategies work during pre-retirement and accumulation planning into a successful retirement income phase for a stress-free retirement. He holds FINRA licenses 6, 63, and 26 and is a Registered Financial Consultant and a Certified Estate Planner.

Kevin and his wife, Alyson, have lived in Charlotte, North Carolina, for nearly 20 years. They have two children who have completed their high school and college educations in Carolina schools, and live nearby, in Charlotte, which makes their parents extremely happy! Kevin and Alyson met in college in New Orleans and began investing in real estate before graduating.

When not coaching and planning, Kevin’s other passion is the outdoors. He enjoys managing his timber farm, KP Farms, in Chester County, South Carolina, where he raises loblolly pine trees for wood production. Kevin created a hunting and recreational club in 2006, so others could participate in the environment he loves.

Ryan Mulligan
Operations Director

One of the founding NorthStar team members, Ryan takes care of the marketing, administration, and everything behind the scenes. He also assists many of our clients with Medicare, final expenses, and policy services. With over eight years of experience, Ryan enjoys educating others on how investment planning can help individuals throughout their lifetime.

 

Click to read more

A graduate of Mars Hill College, Ryan played football and lacrosse before serving his country as a U.S. Navy Supply Corps officer. He now resides on his five-acre farm in Taylors, SC with his wife, Jenna. When Ryan is not working, he can be found playing lacrosse with the Greenville Lacrosse Club or horseback riding with his wife.