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NavStar Financial Services

219 Williamson Rd.
Suite 2202
Mooresville, NC 28117

704 663 7482

e-mail:larry@navfs.com

NavStar Currents

How should your business be organized? Business forms 101

3 Tax Planning Concepts You Need to Know

4 Good Reasons to Avoid NavStar Financial Services

4 Great Strategies to Manage Investment Risk

Why Physicians Need Asset Protection?

Some Critical Estate Planning Mistakes

Retirement Income: why do stockbrokers hate annuities?

Tax Strategies: The Kiddie Tax?

4 Good Reasons to Avoid NavStar Financial Services

Financial Plans and Divorce

How will your family handle a long term care situation?

Common Retirement Income Issues for Women

Self-Funding Long-Term Care

Paying the bill for Long-Term Care

Medicaid and Your Long-Term Care

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

A Case Study in Estate Tax Reduction

Case Study: The Zero Estate Tax Strategy

Four of the Biggest Financial Planning Mistakes

Some Tips on Inherited Stock

It's Time to Enjoy Virtual Financial Services

You Can Make College Planning Easy

Financial Services and the Busy Professional

In Defense of Used Car Salesmen

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

Asset Protection: Do You Have an Umbrella Plan

Welcome to Lake Norman's Financial Blog!

That Dreaded 401(k) Rollover

Tax Strategies: Are Municipal Bonds Really a Good Idea?

4 Good Reasons to Avoid NavStar Financial Services

Case Study - 81 Year Old Widow

4 Great Strategies to Manage Investment Risk

Common Retirement Income Issues for Women

How About Financial Services That Come to You?

How to Make Your Small Business Successful

Tax Strategies: Are Municipal Bonds Really a Good Idea?

Estate Planning Tips: Four Common Misconceptions About a Living Trust

Estate Planning: Some Living Trust Case Studies

That Dreaded 401(k) Rollover

Asset Protection: Do You Have an Umbrella Plan

Financial Planning: The Special Needs Family

Financial Planning in a Volatile Environment

In Defense of Used Car Salesmen

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

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

Common Retirement Income Issues for Women

Debt is the Enemy of Freedom

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

Welcome to Lake Norman's Financial Blog!

Communication and Financial Services

Merry Christmas

Financial Planning in a Volatile Environment

Debt is the Enemy of Freedom

3 Tax Planning Concepts You Need to Know

Financial Planning: The Special Needs Family

How should your business be organized? Business forms 101

Common Retirement Income Issues for Women

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

Estate Planning: Does it Matter How Assets Are Titled?

In Defense of Used Car Salesmen

Financial Services and the Busy Professional

How will your family handle a long term care situation?

An Estate Planning Case Study: Too Much Life Insurance

Medicaid and Your Long-Term Care

Self-Funding Long-Term Care

Paying the bill for Long-Term Care

Some Good Long-term Care Funding Alternatives

Does Your Advisor Meet the "Fiduciary" Standard?

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

A Case Study in Estate Tax Reduction

Case Study: The Zero Estate Tax Strategy

Financial Services and the Busy Professional

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

Why Physicians Need Asset Protection?

The Sweet Spot in Retirement Income Planning

Should Your Estate Plan Include a Living Trust Arrangement?

Financial Plans and Divorce

Investment Risk - How Much Should You Tolerate?

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

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

Debt is the Enemy of Freedom

College Planning: Do you know where the money is coming from?

4 Good Reasons to Avoid NavStar Financial Services

Tax Strategies: Are Municipal Bonds Really a Good Idea?

Asset Protection: Do You Have an Umbrella Plan

In Defense of Used Car Salesmen

Tax Strategies: The Kiddie Tax?

Financial Planning and Divorce

How should your business be organized? Business forms 101

That Dreaded 401(k) Rollover

Financial Planning: The Special Needs Family

Financial Planning in a Volatile Environment

Some Critical Estate Planning Mistakes

Communication and Financial Services

When it Comes to Investment Advice Are You Getting Your Moneys Worth?

Common Retirement Income Issues for Women

Investment Advice: 6 questions to ask before choosing an advisor

Would 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

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?

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

In Defense of Used Car Salesmen

Investment Risk - How Much Should You Tolerate?

Don't Make These Estate Planning Mistakes!

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

Is Your Disability Coverage What You Think It Is?

Can Life Insurance Be a Sensible Investment?

How will your family handle a long term care situation?

4 Great Strategies to Manage Investment Risk

Wealth Accumulation Using Financial Services

Can Tactical Investing Save the Day for Your Investment Portfolio?

What's Going on with Health Insurance?

Investment Advice for the Average Investor

Case Study - 81 Year Old Widow

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

How About Financial Services That Come to You?

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

Estate Planning Can Be A Matter of Trust

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

4 Steps to a Sound Long Term Retirement Plan

Tax Strategies: Are Municipal Bonds Really a Good Idea?

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

How to Live A Successful Retirement

College Planning: Do you know where the money is coming 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 Most People Don't

Financial Services and the Busy Professional

The Dreaded 401(k) Rollover

Some Critical Estate Planning Mistakes

When it Comes to Investment Advice Are You Getting Your Moneys Worth?

Common Retirement Income Issues for Women

Investment Advice: 6 questions to ask before choosing an advisor

Would 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 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?

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?

Merry Christmas

Don't Make These Estate Planning Mistakes!

Does Your Financial Person Communicate With You?

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

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

It's Time to Enjoy Virtual Financial Services

The Death Tax -> Will it Survive?

Some Tips on Inherited Stock

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

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

There's a Lot to Like About Life Insurance

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

Financial Planning in a Volatile Environment

Debt is the Enemy of Freedom

Some Tax Tips for Investors

Does Your Advisor Meet the "Fiduciary" Standard?

Long Term Care and Your Investment Assets

A Step-by-Step Guide to Wealth Accumulation

College Planning Basics: Utilizing 529 Plans

Retirement Income vs Portfolio Growth

How to Maximize Your Retirement Income During Your Final Working Years

Busy? Try Virtual Financial Services?

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

Financial Planning: The Special Needs Family

7 Good Reasons to see a Financial Planner!

Is a Medicare Supplement a Good Deal?

Tax Strategies: The Kiddie Tax?

Medicaid and Your Long-Term Care

Self-Funding Long-Term Care

Paying the bill for Long-Term Care

Some Good Long-term Care Funding Alternatives

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

Investment Risk: The Elephant in the Room

The Complete Financial Planning Team

Some Investment Advice for the Risk Averse

Some Investment Advice for the Risk Averse

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!

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