True North Investments
Call now
Call now
Website
Call
When we decided to start True North Investments, we were in search of a name that echoed the beliefs and convictions of our hearts. We were looking to start a business that puts clients first, treats clients like family, and focuses on a greater calling. When I was in Fifth-Grade, I had a teacher who tremendously shaped my hopes and dreams for the future.

Mrs. Stevenson was someone that I looked up to. Lisa is a LaGrange native and Troup County Tiger. She is the proud mother of her son Russ, who is graduating this year from LaGrange College. If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to.
Services
When we decided to start True North Investments, we were in search of a name that echoed the belief and convictions of our hearts. We were looking to start a business that puts clients first, treats clients like family, and focuses on a greater calling. When looking at a compass, there is one direction that is not affected by the magnetic poles.
We're here to help you reach your financial goals and guide you through the complexities of planning for your retirement. Many people aren't sure they are making the right choices with their money. Our process gives clients a 360 degree view of their finances. As a result, our clients have the confidence to know that they are making the best decisions with their money.
A Registered Investment Adviser-broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA).
Social security can provide benefits for you, your spouse, and other eligible members of your family. About 40 percent of people who receive social security pay federal income taxes on their benefits. Once you have calculated your combined income, the tax you owe depends on your filing status. Between $25,000 and $34,000: You may have to pay income tax on up to 50 percent of your benefits.
Reviews
Review True North Investments

Be the first to review True North Investments.

Write a Review