NorthStar Capital Advisors

A free Retirement Assessment helps clients explore how NorthStar Capital Advisors can support their retirement plans. The Charlotte financial advisor has specialized in retirement planning for 21 years, with a focus on people age 50 and older who have at least $2 million in retirement savings. Services include income planning, tax planning, investments, estate planning, and risk management. The firm advises on financial questions such as turning retirement savings into income, managing taxes in retirement, and aligning investments with a retirement time horizon. Its approach combines financial planning conversations with calculations, and treats planning as adaptive rather than precise. Investment principles include preparing for volatility, staying the course, and managing expenses. The firm also advises clients on broader aspects of their money and financial lives.