Contact Us Today!

NavStar Financial Services

219 Williamson Rd.
Suite 2202
Mooresville, NC 28117

704 663 7482

e-mail:larry@navfs.com

NavStar Currents

Some Common Retirement Income Issues for Women

Investment Advice: The 6 questions to ask before choosing an advisor

Could a good asset protection plan make you a better Doctor?

Retirement Income: why do stockbrokers hate annuities?

Financial Planning: The 5 questions to ask before picking your advisor

Welcome to Lake Norman's Financial Blog!

How to Make A Small Business Successful

Will a Personal 401-K Get You to Your Retirement Goal?

If You Live a Long Life Will Your Legacy Survive?

The Sweet Spot in Retirement Income Planning!

Estate Planning: Some Living Trust Case Studies

Estate Planning Tips: Four Common Misconceptions About a Living Trust

Should Your Estate Plan Include a Living Trust Arrangement?

Some Alternative Uses for Life Insurance

You Can Make College Planning Easy

Long Term Care and Your Way of Life

Investment Risk - How Much Should You Tolerate?

Don't Make These Estate Planning Mistakes !

Communication and Financial Services

Investment Risk-> (Part 2) Are You Prepared for a Correction?

Investment Risk-> Are You Prepared for a Market Correction?

How to Enjoy Virtual Financial Services

The Death Tax -> Will it Survive?

Tips on Inherited Stock

Medicare Prices Are Going Up? How Will You Be Affected?

Merry Christmas to You

Case Study: Can You Reduce Taxes With a Charitable Remainder Trust?

Does Your Advisor Meet the "Fiduciary" Standard?

Knowing When to Start Collecting Your Social Security Benefits

Tax Strategies: The RMD/Annuity Rescue Plan

4 Good Reasons to Avoid NavStar Financial Services

Asset Protection: Do You Have an Umbrella Plan

Three Tax Planning Concepts You Need to Know

A Lot to Like About Life Insurance

Is Now a Good Time For Tactical Investing?

Four of the Biggest Financial Planning Mistakes

Here we go again! How to Survive Medicare Season

Physician: Will asset protection really increase the quality of your care?

A Case Study in Estate Tax Reduction

What is Tactical Investing?

Financial Planning in a Volatile Environment

Debt is the Enemy of Freedom

Some Tax Tips for Investors

College Planning Basics: Utilizing 529 Plans

Step-by-Step Guide to Wealth Accumulation

Long Term Care and Your Investment Assets

Retirement Income vs Portfolio Growth

What's Going on with Health Insurance?

How to Maximize Your Retirement Income During the Final Working Years

What are Virtual Financial Services?

What the Heck is a Fiduciary (and Why Should I Care)?

Financial Planning for the Special Needs Family

7 Good Reasons to see a Financial Planner

Is the Medicare Supplement a Good Deal?

Tax Strategies: The Kiddie Tax

Medicaid and Long-Term Care

Self-Funding Your Long-Term Care

Paying the bills for Long-Term Care

Some Long-term Care Funding Alternatives

Children Need to be Involved in Their Parent's Estate Planning

Financial Plans and Divorce

The Crucial Step In A Successful Retirement: Knowing When to Retire

Investment Risk: The Elephant in the Room

The Complete Financial Planning Team

Investment Advice for the Risk Averse

Tax Strategies: Use Tax Advantaged Vehicles for Greater Portfolio Growth

Using Tactical Investing to Smooth Market Volatility

Five Life Stages of Financial Planning

How is your business organized? Business forms 101

Do Physicians Need Asset Protection?

My Defense of Used Car Salesmen

Case Study: Reducing taxes by augmenting your 401-K

Three Different Approaches to Financial Planning

Are you thinking about a 401-k rollover? Here's some things to consider.

Is Your Disability Insurance Coverage What You Think It Is?

Estate Planning Case Study: Too Much Life Insurance

Could the U.S. Health Insurance Market Be Imploding?

Can Life Insurance Be a Reasonable Investment?

How will your family handle your long term care situation?

4 Great Strategies for Managing Investment Risk

Wealth Accumulation and Using Financial Services

Could Tactical Investing Save the Day for Your Investment Portfolio?

Investment Advice and the Average Investor

Case Study - The 81 Year Old Widow

Investment Advice: The 5 Things That Your Stockbroker Won't Say

Financial Services That Come to You!

What should a good financial services firm offer it's customers?

Estate Planning: A Matter of Trust

In Estate Planning: Does it Matter How Assets Are Titled?

4 Steps to a Good Long Term Retirement Plan

Tax Strategies - Are Municipal Bonds Really a Good Idea?

Tax Reduction - Should I Convert My Regular IRA to a Roth?

Living A Successful Retirement

College Planning: Do you know where the money will come from?

Do you know where that retirement income will be coming from?

Tax Free Retirement Income part 2

Tax-Free Retirement Income

Wealth Accumulation: What the Wealthy Know That Most Don't

Financial Services for a Busy Professional

That Dreaded 401(k) Rollover

Some Big Estate Planning Mistakes

Are you getting your moneys worth when it comes to investment advice?

Some Retirement Income Issues for Women

Investment Advice: Here are 6 questions to ask before choosing an advisor

Can a good asset protection plan make you a better Doctor?

When it comes to retirement income why do stockbrokers hate annuities?

Financial Planning: Here are 5 questions to ask before picking your advisor

Welcome to our Lake Norman Financial Blog!

How to Make Your Small Business Successful

Will a Personal 401(k) Get You to Your Retirement Goal?

If You Live a Long Life Will Your Legacy Survive Intact?

The Retirement Income Planning Sweet Spot

Estate Planning: Living Trust Case Studies

Estate Planning Tips: 4 Common Misconceptions About a Living Trust

Should Your Estate Plan Include a Living Trust?

Alternative Uses for Life Insurance

Making College Planning Easy

Long Term Care vs Your Way of Life

Investment Risk: How Much Should You Tolerate?

Don't Make These Estate Planning Mistakes!

Communication in Financial Services

Investment Risk (Part 2) Are You Prepared for a Correction?

Investment Risk: Are You Prepared for a Market Correction?

Enjoy Virtual Financial Services

The Death Tax: Will it Survive?

Some Tips on Inherited Stock

Have a Merry Christmas

Medicare Prices Going Up? How Will You Be Affected?

Case Study: Reduce Taxes With the Charitable Remainder Trust

Your Advisor: Does He Meet the "Fiduciary" Standard?

There is a Lot to Like About Life Insurance

Do You Know When to Start Collecting Your Social Security Benefits?

Tax Strategies- The RMD/Annuity Rescue Plan

Here Are 4 Good Reasons to Avoid NavStar Financial Services

Asset Protection Basics: Do You Have an Umbrella Plan

3 Tax Planning Concepts You Need to Know

Is This a Good Time For Tactical Investing?

4 of the Biggest Financial Planning Mistakes

How to Survive Medicare Season

Physicians: Will asset protection really increase the quality of your care?

A Case Study: Estate Tax Reduction

What is Peace of Mind Investing?

Financial Planning in our Volatile Environment

Debt: The Enemy of Freedom

Tax Tips for Investors

College Planning: Utilizing 529 Plans

A Step-by-Step Guide to Wealth Accumulation

Long-Term Care and Your Investment Assets

What is Going on with Health Insurance?

How to Maximize Retirement Income During Your Final Working Years

What is Virtual Financial Services?

What the Heck is a Fiduciary (and Why You Should Care)?

Financial Planning: the Special Needs Family

Seven Good Reasons to see a Financial Planner

Is a Medicare Supplement a Good Deal?

Tax Strategies: Kiddie Tax

Retirement Income versus Portfolio Growth

Medicaid and Long-Term Care Planning

Self-Funding for Long-Term Care

Paying the bill for Long-Term Care

Long-term Care Funding Alternatives

Children Should be Involved in Their Parent's Estate Planning

Financial Planning and Divorce

A Crucial Step In Your Successful Retirement: Knowing When to Retire

Investment Risk is the Elephant in the Room

Do You Have a Complete Financial Planning Team?

Investment Advice for the Risk Averse Crowd

Tax Strategies: Using Tax Advantaged Vehicles for Greater Portfolio Growth

Tactical Investing to Smooth Market Volatility

The Five Life Stages of Financial Planning

How's your business organized? Business forms 101

Why Do Physicians Need Asset Protection?

Case Study: Reduce taxes by augmenting your 401-K

A Defense of Used Car Salesmen

Three Approaches to Financial Planning

Thinking about a 401-k rollover? Here's some things to consider.

Disability insurance coverage: is it what you think it is?

An Estate Planning Case Study: Too Much Life Insurance

Can the U.S. Health Insurance Market Be Imploding?

Is Life Insurance a Reasonable Investment?

How will your family handle your long term care?

4 Winning Strategies for Managing Investment Risk

Wealth Accumulation and Financial Services

Could Tactical Investing Save the Day for Your Portfolio?

Investment Advice and an Average Investor

Case Study: The 81 Year Old Widow

Investment Advice: 5 Things That Your Stockbroker Won't Say

Financial Services That Can Come to You!

What does a good financial services firm offer it's customers?

Estate Planning is a Matter of Trust

Estate Planning: Does it Matter How Assets Are Titled?

4 Keys to a Good Long Term Retirement Plan

Tax Strategies: Are Municipal Bonds Really a Good Idea?

Tax Reduction: Should I Convert My Regular IRA to a Roth?

Living Your Successful Retirement

College Planning: Where will the money come from?

Do you know where your retirement income will be coming from?

Tax Free Retirement Income (part 2)

Tax Free Retirement Income

Wealth Accumulation: What the Wealthy Know That Many Don't

Financial Services for the Busy Professional

The Dreaded 401(k) Rollover

Estate Planning Mistakes (!)

Are you getting your moneys worth with your investment advice?

Retirement Income Issues for Women

Will a good asset protection plan make you a better Doctor?

Investment Advice: 6 questions to ask before choosing an advisor

Retirement Income:Why do stockbrokers hate annuities?

Financial Planning: 5 questions to ask before picking your advisor

Welcome to the Lake Norman Financial Blog!

Making Your Small Business Successful

Can a Personal 401(k) Get You to Your Retirement Goal?

Living a Long, Long Life. Will Your Legacy Survive Intact?

The Retirement Income Sweet Spot

Estate Planning: Some Living Trust Case Studies

Estate Planning: 4 Common Misconceptions About a Living Trust

Does Your Estate Planning Include a Living Trust?

Alternative Uses of Life Insurance

College Planning Made Easy

Long Term Care and Your Way of Life

How Much Investment Risk Should You Tolerate?

Don't Make These Estate Planning Mistakes

Communication and Financial Services

Case Study: The Zero Estate Tax Strategy

Investment Risk (part 2): Are You Prepared for a Correction?

Investment Risk: Are You Prepared for a Correction?

Enjoying Virtual Financial Services

Will the Death Tax Survive?

Tips on Inherited Stock

Medicare Prices Going Up: How Will You Be Affected

Merry Christmas

Case Study: Reducing Taxes With the Charitable Remainder Trust

Does Your Advisor Meet the "Fiduciary" Standard?

There's a Lot to Like About Life Insurance

When to Start Collecting Your Social Security Benefits

Tax Strategies: The RMD/Annuity Rescue Plan

4 Good Reasons to Avoid NavStar Financial Services

Asset Protection Basics: the Umbrella Plan

Tax Planning: 3 Concepts You Need to Know

The Election's Over! Is This a Good Time For Tactical Investing?

The 4 Biggest Financial Planning Mistakes

A Life Well-Lived

Surviving Medicare Season

Physicians: Will asset protection increase the quality of your care?

Case Study: Estate Tax Reduction

What is "Peace of Mind"  Investing?

Financial Planning in a Volatile Environment

Debt is the Enemy of Freedom

Some Tax Tips for Investors

College Planning: 529 Plans

A Roadmap for Wealth Accumulation

Long-Term Care and Your Investment Portfolio

What in the World is Going on with Health Insurance?

Maximizing Retirement Income During Your Final Working Years

Virtual Financial Services

What the Heck is a Fiduciary and Why Should I Care?

Financial Planning for the Special Needs Family

7 Good Reasons to see a Financial Planner

Are Medicare Supplements a Good Deal?

Tax Strategies: The Kiddie Tax

Retirement Income vs. Portfolio Growth

Medicaid and Long-Term Care

Self-Funding Long-Term Care

Paying for Long-Term Care

Long-term Care Funding Options

Children Need to be Involved in Their Parent's Estate Planning

Financial Planning During a Divorce

A Crucial Step In Your Successful Retirement is Knowing When to Retire

Investment Risk: the Elephant in the Room

The Complete Financial Planning Team

Investment Advice for the Risk Averse

Tax Strategies: Using Tax Advantaged Vehicles for Portfolio Growth

Tactical Investing: Smoothing Market Volatility

The 5 Life Stages of Financial Planning

How is your business organized? Business forms 101

Why Physicians Need Asset Protection

Case Study: Reducing taxes by augmenting your 401-K

In Defense of Used Car Salesmen

3 Approaches to Financial Planning

Considering a 401-k rollover? Here's some things to consider.

Is your disability insurance coverage what you think it is?

Estate Planning Case Study: Too Much Life Insurance

Is the U.S. Health Insurance Market Imploding?

Is Life Insurance a Good Investment?

How will your family face your long term care?

4 Great Strategies for Managing Investment Risk

Financial Services and Wealth Accumulation

Can Tactical Investing Save the Day for Your Portfolio?

Investment Advice and the Average Investor

Case Study: 81 Year Old Widow

Investment Advice: 5 Things Your Stockbroker Won't Say

Financial Services That Come to You!

What should a good financial services firm offer it's customers?

In Estate Planning it's a Matter of Trust

Estate Planning: Does it Matter How Your Assets Are Titled?

The 4 Keys to a Good Long Term Retirement Plan

Tax Strategies: Are Municipal Bonds Really a Good Deal?

Tax Reduction: Should I Convert My IRA to a Roth?

Living a Successful Retirement

College Planning: Where will the $ come from?

Do you know where your retirement income will come from?

Tax-Free Retirement Income (part 2)

Tax-Free Retirement Income

Wealth Accumulation: What the Wealthy Know (that many don't)

Financial Services for Busy Professionals

The Dreaded 401-K Rollover

Estate Planning Mistakes

Are you getting your money's worth with your investment advice?

Retirement Income:Issues for Women

Can a good asset protection plan make you a better Doctor?

Investment Advice:6 questions to ask yourself

Retirement Income:Why does your stockbroker hate annuities?

Financial Planning: 5 questions to ask before picking an advisor

Welcome to Lake Norman's Financial Blog!

What you don't know can hurt you!

As a fiduciary I am required to always act in your best interests, and as a professional planner, it's my job to be familiar with all types of possible solutions and financial vehicles. In short, I have no interest in selling any particular product or any affiliation with a particular company. I work for my clients.

Are you:

  • concerned that your tax bill is too high?
  • tired of watching your nest egg decline by significant amounts every 5-7 years?
  • wishing you could find more free time?
  • looking for ways to help protect yourself against litigation that could destroy all you have worked for?
  • worried that Uncle Sam is going to enjoy your retirement more than you are?

If any of the above describes you and you'd like to get a question answered then just click the button below and we'll be in touch.

Let's Meet!

p.s. we have the ability to meet virtually regardless of your location! Give us a shout!

FPA_ProudMember_RGB.jpgChFC_Logo_spelled_full.jpg

Like this blog? Fill out the form and get e-mail updates. Don't miss out!

Recent Posts