NavStar Financial Services

NavStar Financial Services Lake Norman's financial planner. Specializing in low-risk low volatility investments and lifetime income solutions for retirees. Your first consultation is free.

With our expertise in investments, estate planning and taxation, wealth preservation and long-term care, we are the only financial services company you will need to speak to again. We will not only assess, understand and analyze your needs, we will do the research to find the best solutions to help you reach your financial goals.

How will your family handle a long term care situation?
11/18/2021

How will your family handle a long term care situation?

Have you considered the consequences of a long term care event on your family?

An Estate Planning Case Study: Too Much Life Insurance
11/16/2021

An Estate Planning Case Study: Too Much Life Insurance

Here's one creative estate planning solution

Medicaid and Your Long-Term Care
11/11/2021

Medicaid and Your Long-Term Care

3 Good Reasons to Avoid Medicaid (when it comes to long-term care)

Self-Funding Long-Term Care
11/09/2021

Self-Funding Long-Term Care

Are you able to pay for long-term care? Should you?

Paying the bill for Long-Term Care
11/04/2021

Paying the bill for Long-Term Care

Is long-term care insurance an affordable alternative?

Some Good Long-term Care Funding Alternatives
11/02/2021

Some Good Long-term Care Funding Alternatives

Long term care and how to pay for it

Why Children Need to be Involved in Their Parent's Estate Planning
10/28/2021

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

Estate planning and your legacy.

Does Your Advisor Meet the "Fiduciary" Standard?
10/28/2021

Does Your Advisor Meet the "Fiduciary" Standard?

Does your advisor meet the "Fiduciary" standard now required by law? Here's why you need to know!

A Case Study in Estate Tax Reduction
10/26/2021

A Case Study in Estate Tax Reduction

Want to see the government take as much as 40% of all you have accumulated? Make an estate tax reduction plan to preserve your legacy!

Case Study: The Zero Estate Tax Strategy
10/21/2021

Case Study: The Zero Estate Tax Strategy

A strategy to pay zero estate tax

Financial Services and the Busy Professional
10/19/2021

Financial Services and the Busy Professional

Are you a busy professional? Now you can subscribe to financial services and get your life back

Investment Advice: Five Things That Your Stockbroker Won't Say
10/14/2021

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

When it comes to investment advice, here are 5 things your stockbroker won't say

Address

219 Williamson Road, Ste 2202
Mooresville, NC
28117

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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