A Financial Firm Centered on our Customers!
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.
We are not captive to any financial firm
Why is that a good thing? Because that leaves us free to research the multitude of solutions that are offered by a large variety of nationally recognized financial services firms.
In other words, we work for our clients, and not Wall Street or an insurance company!
Contact us today to find out why NavStar could be the right fit for you!
Our expertise in financial planning extends to:
> Short and Long Term Tax Strategies
> Advanced Estate Planning and Trust Solutions
> Planning for Retirement Needs
> Employer-Offered Benefit Plans
> Business Planning
> Investments
> Insurance Planning
> Medicare and Medicaid
> Asset Protection
NavStar is a member of the Charlotte Better Business Bureau and the Mooresville-South Iredell and Lake Norman Chambers of Commerce
* Larry is a fee-based financial planner
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Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and NavStar Financial Services are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Larry Jones and/or NavStar Financial Services are not affiliated with or endorsed by the Social Security Administration or any other government agency.
