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NorthStar Financial & Retirement Planning, LLC

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Greenville, SC
NorthStar Financial & Retirement Planning, LLC

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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.

10/29/2026

Trick or treat? When it comes to your retirement plan, we want to make sure you are always getting the treat.

No tricks here, just honest and straightforward planning that gives you confidence in your financial future.

Wishing everyone a safe and happy Halloween from the NorthStar team!

864-297-0762 | northstar65.com

10/27/2026

It is the spookiest time of year so we have to ask, what scares you most about retirement?

Drop your answer in the comments. A, B, C, or D.

Whatever your biggest concern is, we have helped clients work through all of them. No tricks, just good planning.

864-297-0762 | northstar65.com

10/22/2026

Did you know the most popular day to retire in America is December 31st? There is something satisfying about closing one chapter and starting fresh on January 1st.

If you are thinking about making it official at year end, now is the time to make sure your plan is actually ready. The last thing you want is to get to December and realize there were steps you missed.

Thinking about retiring at year end? Let us talk.

864-297-0762 | northstar65.com

10/20/2026

Medicare’s Annual Enrollment Period is open now through December 7th.

If you are on Medicare, this is your window to review your current coverage and make changes that take effect January 1, 2027. It is worth taking a few minutes to make sure your plan still works for you, especially if your health needs or prescriptions have changed this year.

Not sure where to start? Give us a call and we can walk you through it.

864-297-0762 | northstar65.com

10/15/2026

Most people wait until April to think about taxes. By then most of the best moves are already off the table.

Q4 is actually one of the most important planning windows of the year. Maxing out retirement contributions, reviewing your investment allocations, and having a year end conversation with your advisor can make a real difference in what you keep.

Do not wait until December. Let us help you finish 2026 strong.

864-297-0762 | northstar65.com

10/13/2026

Here is something to look forward to. Retirees take an average of four to five leisure trips per year, more than any other age group.

Retirement is not the end of adventure. It is the beginning of it.

The key is having a financial plan that gives you the freedom to actually go. Let us help you build one.

864-297-0762 | northstar65.com

10/08/2026

Did you catch George & Travis on YourCarolina last week? They talked about one of the most common questions retirees have, how much can you actually spend without running out of money? If you missed it, here is the link to watch: https://www.wspa.com/video/northstar-9-30-26/12221775
Tune in next Wednesday for another NorthStar segment on YourCarolina!

10/06/2026

Fall is officially here and so is Q4. Wishing everyone a wonderful start to the season from all of us at NorthStar Financial.

10/01/2026

Here is something worth smiling about. Studies consistently show that people in their 60s and 70s report some of the highest levels of happiness and life satisfaction of any age group.

Retirement really can be the best years of your life. The key is having a plan that gives you the freedom to enjoy them.

Let us help you get there. 864-297-0762 | northstar65.com

09/29/2026

Did you catch George & Zach on YourCarolina last week? They discussed Social Security and what an upcoming cost of living increase could actually mean for your retirement income. If you missed it, here is the link to watch: https://www.wspa.com/video/northstar-september-23/12197355

Tune in tomorrow morning for another NorthStar segment on YourCarolina!

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

Website

http://northstar65.com/

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