NorthStar Financial & Retirement Planning
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NorthStar Financial & Retirement Planning is an independent fiduciary firm located in Greenville, SC, dedicated to providing unbiased financial advice tailored to clients in their mid-50s and older. The firm specializes in creating personalized retirement strategies that focus on guaranteed and sustainable lifetime income while minimizing tax liabilities.
With a knowledgeable and experienced team, NorthStar offers comprehensive services including investment management, income planning, tax strategies, long-term care planning, and estate preservation. Their client-centered approach emphasizes education and support, ensuring that individuals feel confident and secure as they navigate their retirement journey.
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