True North is a nautical term. It identifies the correction a sailor must apply to keep a ship on its charted course. Without this correction, the ship would drift progressively off course with, eventually, no hope of reaching its destination. We believe the same level of attention is necessary to maintain your financial course.
Whatever your destination, our purpose is to help you develop a plan to get there. We don’t believe you arrive anywhere worth being by accident.
We have a time-tested approach.
We’ve found that understanding what is most important to our clients, coupled with a deliberate and disciplined financial plan, is an effective way to help them pursue their goals. As their Personal Financial Advisors, we invest the time to understand where they want to go before recommending how to get there. Along the way, we keep our clients on course, applying corrections when necessary, all the while maintaining a disciplined approach to help them move toward their destination.
We’d welcome the chance to speak.
If you haven’t yet charted your journey (or if you have, but you’re not sure you’re still on course), we’d welcome the opportunity to discuss the journey with you. Our initial consultation is always complimentary, confidential and without obligation. Call or email us today to schedule a consultation: (912) 228-3006. Don't wait to see where your money can take you. Let True North help guide you toward your financial destination.*
*No strategy ensures a profit or protects against loss.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The federal government requires deceased individuals to file a final income tax return.
Marriage changes everything, including your insurance needs.
It sounds simple, but paying yourself first can really pay off.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The true cost of raising a child may be far more than you expect.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What is your plan for health care during retirement?