Our Financial Services

Leading Greenville, SC Financial Planning Firm

At NorthStar Financial and Retirement Planning, we believe the financial service industry holds a responsibility to provide sound guidance in retirement planning. We take the time to learn about each of our clients’ financial needs and where they see themselves in the future.

We are a Greenville wealth management firm licensed with over 50 companies and have more than 40 unique portfolio strategies for our clients’ benefit. We offer the following solutions to meet your unique needs.

Retirement Strategies
We are appointed with over 50 companies, so we customize each retirement strategy according to our clients’ needs. This way we can help our clients achieve the greatest potential benefit. By understanding our clients’ needs, we can develop a strategy that can help minimize market losses and potentially improve investment performance.

Income Planning
With our financial advice, we devise a plan for our clients, helping to guide them towards a successful retirement. When creating a plan, we look at your risk level and goals, then educate and advise how you could allocate your money.

Legacy Planning
We understand how important family is to our clients, and we want to help them provide for their loved ones through proper legacy planning. We specialize in investment options like multi-generational IRAs. We also help to manage their taxes, so our clients can leave a greater legacy to their family.

Long-Term Care
With the recent changes in the health care market, many are unsure of their options. We take the time to go over Medicare, the Affordable Care Act, health insurance and life insurance with our clients, so they can have added peace of mind. 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.

Social Security
Collecting Social Security benefits is crucial to most individuals’ financial plan. However, few take the time to weigh their options before deciding to draw those benefits. This lack of understanding can lead to reduced benefits for the rest of their lives. At NorthStar, we believe in helping our clients optimize their benefits and understand their options so they can arrive at the best possible decision.

Other areas of focus and expertise include:

  • Conservative Investment Strategies
  • Tax-Free and Tax-Preferred Strategies
  • Bonds, Notes, Bank CDs
  • Multi-Generational IRAs
  • Life Insurance
  • Fixed Index Annuities