Our Company
NorthStar's Story

Our History

NorthStar Financial & Retirement Planning began in 2007 when founder George Fossing left his position as a Branch Manager at a large insurance company. He felt he was underserving his clients due to having limited products and resources that were offered through just the one company. Now, being independent, he has access to the universe of products and solutions for his clients.

George also took notice that retirement planning has gotten more complicated over the years and realized it takes a team to fully understand and grasp the new reality that today’s retirees face. NorthStar is one of just a few firms that can truly offer investment strategies, social security planning, tax strategies, long-term care planning, healthcare and Medicare, and estate planning — all under one roof!

George Fossing, RICP® | CLTC®, President & CEO, Investment Advisor Representative

Learn more about the NorthStar team.

A Fiduciary Must

Put their clients’ best interests before their own, seeking the best prices and terms.

Act in good faith and provide all relevant facts to clients.

Avoid conflicts of interest and disclose any potential conflicts of interest to clients.

Do their best to ensure the advice they provide is accurate and thorough.

Avoid using a client’s assets to benefit themselves, such as purchasing securities for their own account before buying them for a client.

A Fiduciary Approach

Not all Financial Advisors are fiduciaries.  Fiduciary duty is the ethical and legal obligation to act solely in someone else’s best interest. At NorthStar, all of our Investment Advisor Representatives (IAR) act as fiduciaries.

If you’re looking for a Financial Advisor, ask yourself this question: Do I want to make financial decisions with someone who is required by law to put my interests first?

Our Comprehensive Retirement Planning Services

Investment Management

Investment management is a crucial piece to most individuals’ financial plan. However, few take the time to weigh their options and a lack of understanding can lead to reduced income for the rest of their lives. Our goal is to maintain a reasonable rate of return while protecting your assets during market downturns.
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Income Planning

We customize each retirement strategy according to our clients' needs so that they can spend with confidence without fear of outliving their money.
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Tax Planning Strategies

We strive to build a tax strategy that will bring our clients as close to a zero percent tax bracket as possible. Our CPA, Travis Smith, focuses on tax reduction strategies. Less taxes = more to spend in retirement!
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Long-Term Care Planning

Long-Term Care Planning requires taking the time to understand how long-term care affects each of us and finding the right solutions to protect what we have worked so hard for. We'll also help you weigh the decision between staying home and moving to a retirement community.
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Healthcare & Insurance Planning

Insurance, Medicare, Medicare Supplements and Advantage plans must be part of the conversation when building a comprehensive retirement plan. In order to help prepare for medical costs in retirement, we can help you file for Medicare, figure out which plans are right for you, and prepare for any costs that Medicare doesn’t cover.
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Legal, Estate & Legacy Planning

We understand how important family is to our clients, and we want to help them provide for their loved ones through proper estate and legacy planning. We focus on strategies like multi-generational IRAs. We also use tax mapping, so our clients can leave a greater legacy to their family. Our estate planning attorney can assist with designing your will and/or trust.
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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 – 4:00 p.m.
WGTK 94.5 FM – Saturdays – 5:00 p.m.
WHKP AM 1450 – Thursdays – 9:05 a.m.

TV SHOW

Retirement
Coffee Talk

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)  

Fox Carolina
Mondays – 10:00 a.m.

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Contact us for your
Free 5-Step Retirement Guide.

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.

How can we help?

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!

- George

George Fossing RICP® | CLTC®, President, CEO