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At NorthStar Financial & Retirement Planning, we believe the financial services industry holds a responsibility to provide sound and thorough guidance in retirement planning. That’s why we’ve put a team of experts in place to help you.
Our team’s mission is to educate and guide our clients on how to achieve peace of mind over their finances by utilizing efficient investment strategies and guaranteed and sustainable lifetime income methods while being as tax efficient as possible.
We work with a select group of strategic partners to help provide the most comprehensive view of your retirement. We believe each client should have the best team to support you in your individual needs, so we’ve curated a knowledgeable and experienced group of partners to help you meet your unique needs.
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!
Main Office
113 Whitsett Street
Greenville, SC 29601
Phone: (864) 297-0762
Fax: (800) 716-9883
Email: [email protected]
714 Oakland St
Hendersonville, NC 28791
Phone: 864-297-0762
Fax: (800) 716-9883
Biltmore Park Town Square
28 SCHENCK Parkway
Building 2B, Suite 200
Asheville, NC 28803
Phone: 864-297-0762
Fax: (800) 716-9883
We Serve Clients Virtually Across the United States
Schedule an appointment today!
Phone: 864-297-0762
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.
George Fossing has 25 years of experience in helping clients prepare for retirement. He enjoys guiding his clients to and through a successful retirement. George holds several certifications and licenses, his most recent being his Certification in Long-Term Care (CLTC®). As well as being an Investment Advisor Representative (Series 65), George holds the Retirement Income Certified Professional (RICP) designation through the American College and has taught adult education classes at several higher education institutes about retirement strategies.
Zach has been in the financial services industry since 2013. He is a Certified Financial Planner (CFP), and an Investment Advisor Representative (Series 65), and has earned a National Social Security Advisors certification through NSSA (National Social Security Association). He has helped clients with the implementation of different insurance, tax-reduction, estate preservation, and income strategies. He enjoys working with individuals and small businesses, presenting them with solutions that provide security and clarity. He is a big believer in that there is more to gain by avoiding the losses than by potentially picking the winners. He graduated with a degree in business from USC Upstate in 2010 and is from the Greer/Greenville area.
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 Masters of Professional Accountancy with an emphasis in taxation from Clemson University in Clemson, SC.
Travis became a Certified Public Accountant (CPA) in 2006 and subsequently earned the Personal Financial Specialist (PFS) designation after passing a comprehensive financial planning exam administered by the American Institute of Certified Public Accountants. In addition, Travis serves clients as an Investment Advisor Representative (Series 65) and maintains his Life and Health insurance License.
Travis and his wife Molly are SC natives and, when not working, enjoy spending time with their daughter, Maeve. Travis’ other hobbies include fishing, cycling, and running.
Jim Pritchard, Chief Investment Officer of NorthStar, has 40 years of experience in the financial industry. He studied economics at Columbia University, graduating in 1982. Jim worked with Northwestern Mutual and Penn Mutual as a college agent and was trained by the Wall Street firm of Smith Barney. He opened his own money management firm in 1986.
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, serving as an Investment Advisor Representative (Series 65).
Wade Cupcheck is an attorney specializing in estate planning and probate. He has been a member of the South Carolina bar since 2016 and enjoys helping clients plan for the future by drafting wills, trusts, powers of attorney, and related documents tailored to fit their individual needs. Wade is a graduate of the College of William and Mary and the George Mason University School of Law.
Dow S. Barton has been working the field of retirement planning for 25 years on both the individual and corporate level. Dow also has experience in all phases of group benefits (health insurance, pharmacy benefits, ancillary products) as well as Medicare.
Daisy is the official NorthStar Greeter. She has been an integral part of the NorthStar team since 2016. Even though she is paid only in dog treats, she has remained a steady and loyal employee. Her talents include wagging, smiling, and allowing guests to pet her. Her hobbies include swimming and going on long walks.
Mr. Atkeson is a principal of Delta Investment Management. Mr. Atkeson has over 21 years of industry experience. Prior to founding Delta Investment Management, Mr. Atkeson was a partner and portfolio manager of Delta Force Capital, a San Francisco based hedge fund and held senior positions at Banc of America Securities, ThinkEquity and Susquehanna International Group. Mr. Atkeson is co-author of “Win By Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk” published by McGraw Hill. Mr. Atkeson graduated from Haverford College with a BA in Economics and from Stanford University Graduate School of Business with an MBA.
Mr. Houghton is a principal of Delta Investment Management. Mr. Houghton has over 21 years of industry experience. Prior to founding Delta Investment Management, Mr. Houghton was a partner and portfolio manager of Delta Force Capital, and held senior positions at ThinkEquity, Banc of America Securities and Susquehanna International Group. Mr. Houghton is co-author of “Win By Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk“. Mr. Houghton has a BA in Economics from Boston University and served as a Peace Corps Volunteer in Togo, West Africa.
Mr. Kress is a portfolio manager at Delta Investment Management. Mr. Kress has 50 years of industry experience. Prior to joining Delta Investment Management, Mr. Kress worked at Sanctuary Wealth, ThinkEquity, Banc of America Investment Services, Credit Suisse First Boston and Donaldson, Lufkin & Jenrette. Mr. Kress has a Bachelor of Business degree from Ohio University.
