(864) 297-0762 Client Login

Northstar

Financial Services

Comprehensive Financial Services
in the Southeast

 We’ll help you navigate a financially secure future aimed at growing your wealth, protecting your savings, and reducing taxes on your wealth. We view our clients’ retirement goals as the “North Star,” guiding our financial advice and investment strategy.
 
We offer a team of experts dedicated to guiding you through the intricate complexities of retirement planning and saving. We do this by taking the time to create long-term strategies that will address any potential obstacles that come your way.
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A Premier, Independent,
and Focused Retirement Planning Team

The day will come, if it hasn’t already, when you’ll retire. Our comprehensive approach is designed to give you the opportunity to pursue a sustainable retirement lifestyle. 

We’ll work with you to find the right balance between security and growth by assessing your income and investments, savings, social security, retirement pensions, taxes, insurance, long-term care plans, Medicare, and healthcare.

Call us today for a complimentary consultation.

NorthStar Financial & Retirement Planning (864) 297-0762

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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Guide to retirement

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

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Northstar of
Greenville, SC

Main Office
113 Whitsett Street
Greenville, SC 29601

Phone: (864) 297-0762
Fax: (800) 716-9883
Email: [email protected]

Northstar of
Hendersonville, NC

714 Oakland St
Hendersonville, NC 28791

Phone: 864-297-0762
Fax: (800) 716-9883

Northstar of
Asheville, NC

Biltmore Park Town Square

28 SCHENCK Parkway
Building 2B, Suite 200
Asheville, NC 28803

Phone: 864-297-0762
Fax: (800) 716-9883

VIRTUAL
CONSULTATION

We Serve Clients Virtually Across the United States

Schedule an appointment today!

Phone: 864-297-0762

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NorthStar Proudly Supports

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.

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