NorthStar Financial & Retirement Planning, LLC

NorthStar Financial & Retirement Planning, LLC is a financial planner in Greenville, SC, serving individuals and couples in their mid-50s and older who are preparing for retirement. The firm specializes in personalized investment management, income planning, tax strategies, long-term care planning, healthcare and insurance planning, estate and legacy planning, and Social Security optimization. With a focus on creating sustainable, guaranteed lifetime income and minimizing tax exposure, NorthStar helps clients retire with confidence. The firm serves clients throughout the U.S. from offices in Greenville and Hendersonville, NC, and holds a 4.90 rating based on 32 reviews, reflecting strong client satisfaction.

The firm emphasizes a comprehensive, fiduciary-driven approach, ensuring clients’ best interests are prioritized at all times. As an independent firm, NorthStar offers unbiased advice without the influence of product mandates. Its team includes certified professionals such as CFP®s, CPAs, CLTCs, and Chartered Life Underwriters, each specializing in distinct areas like tax planning, investment strategy, Medicare, and estate succession. NorthStar also provides public outreach through radio and television appearances, including a weekly radio show on WORD 98.9 FM and segments on CBS 7, reinforcing its commitment to accessible financial education.

Located on Whitsett Street in downtown Greenville, the firm sits just a short distance from key civic and historic sites. It is approximately 0.1 miles from City Summary Court, the Museum and Library of Confederate History, and the Greenville County Law Enforcement Center, and about 0.2 miles from the Pettigru Street Historic District and North Academy Street. The office is also near East North Street, placing it within a central, well-connected area of the city.

NorthStar stands out for its thorough, well-documented presence online and a website that is clearly structured and optimized for search engines, making it easy for clients to find and understand the firm’s services. This strong digital foundation enhances accessibility and trust.

By combining deep expertise in retirement strategy with a client-first philosophy, NorthStar Financial & Retirement Planning, LLC is a trusted partner for Greenville residents seeking a secure, sustainable future.