How We Can Help

How We Can Help

NorthStar Financial & Retirement Planning provides professional retirement planning to individuals and families. We help them on their journey toward the retirement they’ve always visualized.

We help good people retire with confidence.

Financial Planners in North & South Carolina

To help achieve your retirement goals, it’s essential to plan for steady income for the rest of your life without the fear of outliving your savings and investments. You should know how much money you will have to spend and steer clear of risky investments. We will help build you an income plan that will minimize your tax liabilities.

There are many tough choices to be made; it can be pretty difficult to figure out everything you need to know when planning for your future. Professional advice can help you avoid bad choices and make sure your financial future is secure. If you want to ensure your safe retirement, NorthStar Financial & Retirement Planning is the place to call.

What We Do

NorthStar Financial & Retirement Planning provides professional retirement planning for people in, and approaching retirement. We help those who strive to have the type of retirement they always dreamed of. Our multi-disciplinary team of investment, income, legal, and tax professionals will help you determine a game plan appropriate for your unique financial situation. We consult with you and show you what it will take to make your retirement dreams come true.

Our experience and expertise in advanced retirement resource allocating allows us to use safety by design. Learn about the many things within your power to make certain that your retirement dreams come to realization. Your secure retirement is our primary goal.

Something to Ponder

With proper planning, our clients don’t worry about paying more than the minimum necessary taxes.

They are maintaining adequate liquidity for immediate cash needs, having the necessary income level to maintain their lifestyles, and are prepared for the succession of their estate to their children and loved ones in the most efficient tax structure possible.

Building A Retirement Income Strategy

Effective Tax Planning

Why should you pay more in taxes than necessary? Our strategies take into account creating the most favorable tax environment for your particular situation.

Asset Preservation

The transition from accumulation to preservation can define your lifestyle and how well you experience your retirement years. The possibility of losing value in your savings and investments must be minimized and/or eliminated to ensure a predictable and comfortable retirement.

Low Risk Tolerance

Once we arrive at retirement, it is time to readjust how we allocate our assets. Our strategies always include financial tools that guarantee 100% of your principal and any interest earned

Succession Planning

There is a proper way to pass assets on to your heirs. Our strategies allow your successors to inherit your assets in the most favorable means available.

Protection and a “Plan B”

A good backup plan is never a bad idea. It is prudent to employ strategies that protect against life-changing events such as long-term health care costs and income shortfall. Our strategies employ such protections.

How Our Team Approach Can Help You

Financial Planning

Our services are enhanced by our teamwork concept. Our planning team combines their knowledge, skills, and experience to offer the ultimate personalized outcome for our clients. Each team member must undergo extensive and continual education that well exceeds the professional standard requirements, to present the most current thinking in individual income and retirement planning. At NorthStar Financial & Retirement Planning, you will find the best team of investment, income and tax advisors in the western part of the Carolinas.

Tax Planning

Our firm specializes in tax reduction methods. Our clients enjoy more retirement income and owe fewer taxes by utilizing our experienced and knowledgeable tax planning advisors. Our partnership with Goldsmith, Molis, and Gray, PLLC helps to ensure every tax strategy considered will be in our clients’ best interest.

Legal Services

Because you’ve worked hard to create a secure and comfortable lifestyle for your family and loved ones, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning. Through our partnership with attorney C.H. Barrier, we can assist with various legal matters – all under one roof