NavStar Financial Services
NavStar Financial Services

Asset Protection

Have you taken positive steps to protect what you have spent your life accumulating? 

 

Asset protection encompasses many solutions. In the litigious world that we live in today it's important that we address such questions as:

 

* Are my risks managed properly? Am I taking too much risk in my investment portfolio?

 

* Are my assets protected by the use of a trust, or is my business form the best to protect me?

 

* How are my assets titled? 

 

* Have I maximized the use of insurance both to protect my assets today, and to make maximum use of wealth transfer laws for the next generation?

 

* Have I planned for disability and long-term care?

 

* Wouldn't an umbrella liabilty policy protect me?

 

 

Got Concerns?

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You should always consult an attorney or tax professional regarding your specific legal or tax situation. NavStar Financial Services is not engaged in the practice of law. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through NavStar Financial Services. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company, Security Benefit Life Insurance Company and ED&F Man Capital Markets. Copyright 2016 NavStar Financial Services

Contact Us Today!

NavStar Financial Services

 

219 Williamson Rd.

Suite 2202

Mooresville, NC 28117

 

704 663 7482

 

e-mail:larry@navfs.com