Financial planning for all stages of life. Our onsite (and virtual!) services include investments and asset management, income planning, advanced estate planning, and tax strategies. At NavStar we're pleased to offer our clients everything from investment advisory services to coaching on advanced tax strategies.
We are a complete financial planning service. For thousands of years, Christians have come together to care for each other and carry each other's burdens. In 1993, a formalized approach to sharing healthcare burdens began with the Medi-Share program. Today, more than 25 years later, the Medi-Share program now serves more than 400,000+ members, with more than $3 billion dollars in medical bills shared and discounted since inception.
We are a complete financial planning service. For thousands of years, Christians have come together to care for each other and carry each other's burdens. In 1993, a formalized approach to sharing healthcare burdens began with the Medi-Share program. Today, more than 25 years later, the Medi-Share program now serves more than 400,000+ members, with more than $3 billion dollars in medical bills shared and discounted since inception.
Services
Educated at University of North Carolina in Charlotte and American College at Bryn Mawr Pennsylvania, Larry began NavStar Financial Services in 2010. From the beginning his intention was to "autograph everything we do with excellence". A Chartered Financial Consultant and a professional planner, Larry specializes in low-risk, low-volatility investment solutions, advanced estate planning and trust solutions, and tax minimization strategies.
Serving the Lake Norman area, NavStar Financial Services is an independent firm owned and operated by Larry Jones, ChFC CLTC. Whether you are approaching retirement, and looking for ways to protect your lifestyle and legacy, or a young person just starting your financial journey, we can help you reach your goals.
Are you concerned with reducing, or possibly even eliminating your tax challenges? Perhaps you are tired of watching your portfolio get set back 6 or 7 years, every 6 or 7 years! Maybe the prospect of adverse litigation is uppermost in your mind, or you are simply too stretched for time to worry about your finances.
Albert Einstein was a brilliant guy. He formulated the Theory of Relativity that revolutionized the study of physics, broadened our understanding of the universe, and gave us the atomic bomb. Yet, he famously said, "The hardest thing in the world to understand is the tax code." Many believe that we have a moral obligation to pay as much as we can to our Uncle Sam.
In late 2008 many investors saw the value of their portfolio decline more than 50% from top to bottom! Just like the woman in the above photo, they felt blown away. If you were a retiree on a fixed income during those days it was a very discouraging time. Do you think that could happen again? What makes a financial planner different from most stockbrokers and insurance agents?
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