Raising Expectations

Smooth Passage. Safe Arrival

In 2010 a new idea in financial planning was born!

Our experience has been that most people don't know what to do with their money. Growing a portfolio is important, but there's so much more. Is your tax situation being considered in the planning? What about the possibility of severe market corrections, or the need for long-term care? Are you comfortable with the answers you're being given?

The financial industry, as it exists today, doesn't make it easy. Much too often brokers and advisors are only interested in making a sale or pitching a product in order to earn a commission. Our process is designed to be different. We don't try to sell you anything or have hidden fees. And our customer service (remember customer service?) is one reason why referrals are our chief source of new customers.

A Financial Firm Centered on Our Customers

We're a fiduciary firm!

What does that mean?

219 Williamson Rd. Suite 2202

Mooresville, NC 28117

704 663 7482

1 Timothy 1:17

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and NavStar Financial Services are independent of each other. Consulting, insurance, and education services offered through NavStar Financial Planning. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. 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. 

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