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.