Welcome to NorthStar Financial & Retirement Planning
Retirement Solutions
NorthStar Financial and Retirement Planning Services, LLC, located in Greenville, SC and Wilmington, NC and serves retirees and soon to be retirees of South Carolina, North Carolina, and northeastern Georgia. We offer comprehensive financial planning and solutions for your retirement including Medicare enrollment, Medicare supplemental insurance, Prescription drug plans, dental insurance, cancer insurance, income replacement protection, long-term care insurance, life insurance, tax deferred annuities, single premium annuities, IRA roll-overs and transfers, tax strategies, and estate planning.
NorthStar Retirement Planning: Professional Resources, Personal Relationships
At NorthStar, we offer both professional expertise in a broad range of financial and insurance options and a deep personal commitment to protecting and maintaining our clients' quality of life throughout their retirement.
Our Retirement Planning Resources
NorthStar works with industry leaders such as Mutual of Omaha, ING, Prudential, Lincoln Financial, and John Hancock to provide a broad range of retirement and financial plans from reputable firms. This variety gives our experienced, knowledgeable staff the flexibility to create retirement planning solutions that answer your needs precisely. Whether you need advice regarding enrollment in Medicare, or desire a comprehensive set of insurance, annuity and long-term care policies, we can find the best solution for you. In addition, our CPA provides detailed tax planning to ensure that all your choices deliver high value. To fully coordinate your retirement planning, NorthStar works with two estate and elder law attorneys with experience and expertise in wills, trusts, estate planning, power of attorney, and other relevant areas.
Our Personal Commitment:
Our professional expertise and resources are matched by our personal commitment to our clients. At NorthStar, we take the time to learn who you are and what you dream for retirement. We understand the difference between having many plans, and having the perfect plan for you. That's why we consult extensively with our clients, and guide them to solutions that match their unique retirement situations. We regard retirement planning as a collaboration between our support team and you.