(864) 297-0762 Client Login
In order to help prepare for medical costs in retirement, we can help you file for Medicare, figure out which Medicare types are right for you, and prepare for any costs that Medicare doesn’t cover.
Medicare eligibility rules can be complicated for Parts A and B. They’re based on your age, whether you’re retired or still working, and whether or not you’re receiving Social Security benefits.
Medicare is the government healthcare plan for most people when they retire. However, choosing the right plan can be daunting. NorthStar assists with:
There are several tax-triggering events that can occur in retirement that affect the cost of medicare. NorthStar helps you with strategic income-planning so that you can avoid unexpected increases for you and/or your spouse.
Do you have to enroll in Medicare? Not exactly. We’ll help you navigate your Medicare and Insurance options so that you can feel confident you’re getting the level of insurance you need at the best cost for you and your family.
We understand the complexities of retirement planning in a world where no one can accurately predict what will happen with Social Security and when Medicare might run out. We’re a full-service team that specializes in comprehensive financial and health plans that tackle your unique needs in all aspects of your retirement planning journey.
Call us today for a complimentary consultation.
NorthStar Financial & Retirement Planning (864) 297-0762
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.