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The continued uncertainty of the economy and stock market has millions of Americans worried that their retirement could be rocky and unstable. When the stock market is roaring, it’s easy enough to believe that potential gains will continue to fund a stable retirement.
Then the market and economy teeter back and forth, and you’re concerned about being caught on the downside right when you need the money. If you’re not sure how you’re going to create a paycheck-like cash flow for your retirement, you’re in the right place.
You might be asking yourself:
Not confident about whether you’ll be able to turn assets into income in your later years?
Right now you may feel that you don’t have all the answers for creating a workable retirement strategy, and that’s OK. The crucial issue is to identify your challenges and find a way to work around them.
We can help you discover ways to balance chaotic market conditions with a more reliable stream of income through the turbulent times ahead.
Many income planning retirement strategies utilized by your parents have grown outdated and may no longer apply to when you’re looking to retire.
Because you’ve worked hard to create a comfortable lifestyle for your family and loved ones, NorthStar Financial & Retirement Planning will help you ensure that you have a sound financial plan and a sustainable income that keeps pace with inflation and gives you peace of mind for life.
Transitioning your portfolio from the “building phase” to the “retirement phase” is critical to creating your stable income stream.
Fortunately, there are many strategies that don’t fluctuate just because the stock market does.
We work with you to create income streams in retirement to help supplement Social Security income, reduce taxes on Social Security, and discover other sources of income you may not have realized are possible.
Asset allocation may not be enough. The stock market has shortcomings when it comes to mitigating longevity risk. We’ll work to help you guarantee you’ll never outlive your money by creating a personal pension plan.
Required Minimum Distributions are one of the trickiest things to get right when it comes to your money in retirement. We can help you accumulate dollars in the right types of tax-advantaged and tax-deferred accounts.
Do you understand where and how you should use advanced income strategies in your investment portfolio?
Key questions you should ask:
We can help you discover your next steps to take you from concern about cash flow to clarity. Give us a call for your complimentary Income Planning meeting (864) 297-0762.
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
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.