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!
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.
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?
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.
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)
Mondays – 10:00 a.m.
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!