NorthStar Financial & Retirement Planning, LLC

NorthStar Financial & Retirement Planning, LLC CPA and Estate Planning attorney available. This approach allows for us to determine which investment strategy works best for the client.

Providing strategic financial retirement plans with the goal of helping clients grow their wealth, protect their savings and income while having an eye on reducing taxes wherever and whenever possible. At NorthStar Financial & Retirement Planning, our mission is to provide efficient, sound, and comprehensive retirement strategies to our clients. We view our clients’ retirement goals as the “North

Star,” guiding our financial advice and the client’s investment strategy. Having a strategic financial retirement plan helps our clients grow their wealth, protect their savings, and manage their estate. It all starts with knowing a client’s needs and understanding how to help them meet those needs.

Join us for an informative presentation on today's long-term care planning options and strategies to help protect your a...
06/01/2026

Join us for an informative presentation on today's long-term care planning options and strategies to help protect your assets — for you and your family.
We'll cover:
✅ New long-term care solutions, including hybrid plans
✅ Asset protection strategies utilizing trusts
✅ How to prepare for LTC expenses while preserving your legacy
Presented by George Fossing, CEO & CLTC — bringing you valuable insights on navigating the evolving long-term care landscape with confidence.
Seating is limited for both sessions — Click on this link below to reserve your spot today!
🔗 https://northstar65.com/2026-long-term-care/

Daisy, official greeter at NorthStar, stole the spotlight on Your Carolina yesterday. 🐾She stopped by to celebrate her 1...
04/03/2026

Daisy, official greeter at NorthStar, stole the spotlight on Your Carolina yesterday. 🐾

She stopped by to celebrate her 11th birthday this Sunday. Always a great day when she gets to tag along.

It was so exciting seeing so many of you at our 2026 Tax Planning Seminar. Between our afternoon and evening sessions, w...
03/24/2026

It was so exciting seeing so many of you at our 2026 Tax Planning Seminar. Between our afternoon and evening sessions, we had over 160 participants join us, in person and by video. Thank you all so much! We hope you left with some great insights for the year ahead. Keep an eye out for what we have coming up next!

Here's a retirement tip for you!
09/08/2024

Here's a retirement tip for you!

Retirement Goals! 👔➡️🏖️We all work hard for that dream retirement. Imagine trading in the daily grind for endless days o...
09/04/2024

Retirement Goals! 👔➡️🏖️

We all work hard for that dream retirement. Imagine trading in the daily grind for endless days of relaxation and fun. Let’s make those retirement dreams a reality together! Contact us today to learn more about our financial services and get started with a complimentary consultation.

Happy Labor Day! As we celebrate the hard work and dedication of workers across the nation, let's also take a moment to ...
09/02/2024

Happy Labor Day! As we celebrate the hard work and dedication of workers across the nation, let's also take a moment to reflect on our financial goals and future aspirations. Whether you're just starting your career, in the midst of your working years, or planning for retirement, today is a great reminder of the importance of planning and preparing for a confident financial future.

"Early withdrawal penalties can take a serious bite out of your savings, especially if you make several of them. But the...
08/31/2024

"Early withdrawal penalties can take a serious bite out of your savings, especially if you make several of them. But they'll soon be a thing of the past for the eldest members of Gen X who will reach 59 1/2 years of age in the latter half of 2024."

Accessing life savings is about to get a lot cheaper for some members of Generation X, but that doesn't mean now is the time to crack open nest eggs.

Don’t let the heat fizzle out in your financial plan as the summer ends! Keep your momentum going strong into fall to se...
08/27/2024

Don’t let the heat fizzle out in your financial plan as the summer ends! Keep your momentum going strong into fall to see the success you want for the rest of the year. Contact us today to schedule your consultation, and let’s set you on track to reach your next milestones!

Here's a helpful retirement strategy: Phased retirement! Instead of diving straight into full retirement, consider gradu...
08/25/2024

Here's a helpful retirement strategy: Phased retirement! Instead of diving straight into full retirement, consider gradually reducing work hours. It's a smart way to maintain financial stability and enjoy more leisure time while keeping a steady flow of income. Curious about making this transition? Let's discuss your personalized retirement plan today!

We're here to answer all your retirement questions!
08/23/2024

We're here to answer all your retirement questions!

Address

113 Whitsett Street
Greenville, SC
29601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18642970762

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