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
> 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
NavStar Financial Services
219 Williamson Rd.
Mooresville, NC 28117
704 663 7482