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NavStar Financial Services

219 Williamson Rd.
Suite 2202
Mooresville, NC 28117

704 663 7482

NavStar Currents

Financial Services and the Busy Professional

Posted by Larry Jones on Mar 9, 2021 9:30:00 AM
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We may be the most stressed out generation in history!


The statement above may be a little over the top. After all, probably nobody reading this has ever been kidnapped and sold into slavery, or watched half of the population of his city die of the plague.

But having said that, we are a generation on information steroids. Our grandparents embraced new "time-saving" appliances, such as washing machines and toasters, microwave ovens, etc. With all of the things we have to help us in our work we should be awash in leisure time. But is that the case with you? Certainly not with me.

Today, I'm not so sure we're not a slave to our devices. E-mails, tweets, and text-messages scream for our immediate attention. Our social life consists of wierd virtual friends whom we'll never meet in person, and really know nothing about. Responsibilities are endless, and especially if you're a working professional, the hours in the day don't seem to be enough.

Trying to keep all these ducks in a row can be too much. Many times the management of your finances is a chore that is always pushed out to the future.

Keep the main thing the main thing.

Why are you working? Is it just to achieve recognition and keep you from watching Oprah all day?

Of course it isn't.

We work because one day we hope we won't have to. We need to remember to take care of our financial picture. A week that you don't pay yourself is a wasted week, and neglected financial planning can waste a great deal of your hard work.

That's why NavStar is riding to the rescue with our subscription services!

Now you can have your own professional financial planner on a subscription basis.

We'll help you design, implement, and monitor your plan. We'll make sure you stay on track. Here are just a couple of the ways you'll benefit from this service:

  • We'll provide an initial assessment of how you stand, along with cash flow, asset and liability, and financial position statements. We'll do a risk/return profile, analyze your current insurance coverages, and your tax situation. We'll balance all of this information against your financial goals and where you are in your professional life.
  • We'll provide professional management of your investment portfolio, while keeping an eye on your taxes, and tolerance for risk. Alternatives to everything will be considered and discussed with you at length. You'll always know why we make the suggestions that we do.
  • You'll have open-door access to us as a subscription client, but we'll also have regularly scheduled reviews. We recognize that your time may be the most precious asset you have, and we'll treat it that way. NavStar offers the ability to meet virtually, so that you won't have to interrupt your busy day to meet with us.

Does this sound good to you?

If so, send us an e-mail or give a call and we’ll be happy to discuss pricing and answer any questions you might have. You’ll be surprised at how affordable having your own financial planner can be.

Hope to hear from you soon!


p.s. if you'd like more information on how our subscription services can benefit you download our free report here:



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Topics: Subscription 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.

Let's Meet!

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


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