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Suite 2202
Mooresville, NC 28117

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Welcome to Lake Norman's Financial Blog!

Posted by Larry Jones on Feb 4, 2021 9:30:00 AM
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My name is Larry Jones and I'd like to welcome you to our local forum for discussion of financial topics (of course if you're not local to the lake feel free to join in as well). As a Chartered Financial Consultant and founder of NavStar Financial Services, my hope is that we can furnish you with relevant information that you'd like to have when making your everyday financial decisions.

As a fiduciary and financial planner in North Carolina, and a longtime resident of the lake, I'll try to cover topics ranging from asset protection to investment advisory topics, and everything in between. We hope to have guest bloggers who are experts in their particular area of law or tax strategies (but keep in mind that we do not provide specific legal or tax advice....any information presented here should be verified by an Attorney or CPA).

How this blog might benefit you:

If you live in the Lake Norman area, no doubt you have gotten invitations in the mail for a financial seminar that you absolutely must not miss! Come to think of it, I've sponsored a few of those myself...

My Father taught me that free food is always good food, but you might not want to go to one of these events. You'd just like to have your questions answered. The problem is that many times you don't know which questions to ask. So here's a sample of some of the things we'll discuss:

  > How can I spot a bad financial advisor?

  > Retirement income: where will it come from?

  > Why most stockbrokers are not fiduciaries (and just what the heck is a fiduciary anyway?)

  > Is there a way to invest with less risk and volatility?

  > Are there ways to reduce or even eliminate my tax bill?

  > Is it possible to retire tax-free?

And so now it's your turn.

This forum isn't just for me to soliloquize (is that a word?). I'm hoping you'll participate with me. Ask questions. Let me know what you think. Suggest topics that we might explore.  You can even subscribe so as not to miss the posts.


Topics: Welcome to the Lake Norman 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!


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