Common Sense Retirement Planning

NorthStar Financial & Retirement Planning, LLC is an independent fiduciary firm based in Greenville, SC. With a specialized team of professionals in investments, taxes, estate planning, and healthcare, they offer unbiased advice and comprehensive financial services to individuals and couples in their mid-50s and older. Their goal is to help clients retire with confidence by providing guaranteed and sustainable lifetime income while minimizing taxes and safeguarding assets. NorthStar takes a comprehensive approach to income planning, offering low-risk financial plans, tax strategies, and legal services that include detailed tax and social security planning, asset preservation, legacy succession, and protection during market downturns and emergencies. They also have a specialized women's retirement planning program called HerCompass. As fiduciaries, NorthStar is legally and ethically obligated to prioritize their clients' interests above all else, ensuring that clients understand their financial plans and how they will benefit them.Generated from the website

As a CERTIFIED FINANCIAL PLANNERTM, I am dedicated to helping your participants plan for a financial future which will help them meet or exceed their goals. My service oriented, team based approach begins at the local level. With access to a wide range of retirement plan services from some of the most respected names in the industry, we work with our providers to design a customized plan to fit your unique situation.