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NavStar Financial Services

219 Williamson Rd.
Suite 2202
Mooresville, NC 28117

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4 Good Reasons to Avoid NavStar Financial Services

Posted by Larry Jones on Jun 2, 2022 9:30:00 AM
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My Bias is Showing

I'll have to begin this blog by pointing out that if you are looking for a completely unbiased opinion of NavStar, this ain't it. I realize that objectivity is everything these days, and we are constantly told that we should "keep an open mind." After the last election season, I've come to the conclusion (which blows that whole open-mind thing) that some of our minds are so open that the wind blows in one ear and out the other. 

NavStar Financial Services is my baby. I have built it from scratch and not every day has been glorious and fulfilling. There has been a lot of blood, sweat, and tears along the way, and I'm grateful for every client that I have today. So don't expect me to be unbiased about it. And so, keeping that in goes.

Our Philosophy

When I began to formulate NavStar in my mind, one of my goals was to provide exceptional value and customer service to my clients. If there were no value in what we delivered, why should I expect anyone to do business with us? I also believed that the state of customer service is so bad in our country today, that anyone who could deliver in this area would have to beat customers away. Through the years I have focused my attention on doing just that, delivering great value, along with customer service that really cares, and the results have been gratifying. And so, I began to wonder why anyone would choose not to take a look at us. It wasn't easy-remember I'm biased, but I think I've found four good reasons not to do business with NavStar:

1. The omniscient reason: I'm already good at math and understand everything about the tax-code, and also everything about all the financial products available to me.  (My biased answer: see Value )

2. The Ostrich reason: My portfolio is in good enough shape, thank you, and I don't really care how much risk I take with it. A 55% loss every 6-7 years is perfectly OK with me. (My biased answer: see lower risk and volatility)

3. The Procrastinary reason: I don't have the time to meet with a financial professional. I will try to make the time one day to start thinking about making the time. One day. Soon. (My biased answer: see Virtual Services)

4. The I Don't Trust Anyone Else reason: I keep my financial plan in my head, and prefer to bury all of my liquid assets in the back yard. No one needs to know what I'm thinking! (My biased answer....there is absolutely nothing I can do for you. Sorry.)

A Better Way

If you fit into any of the four categories above, then read no further (in fact, you've already read way too much!), but if not, then we'd love to talk to you. It won't cost you anything to find out if we're a good fit for one another, just pick up the phone and call, or fill out the form below. We'd love to add some value to your financial picture, and pick up a new friend in the process!

Until next time,


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Topics: Financial Services

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.

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