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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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.

Contact Us Today!

NavStar Financial Services

 

219 Williamson Rd.

Suite 2202

Mooresville, NC 28117

 

704 663 7482

 

e-mail:larry@navfs.com