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.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Six overlooked tax deductions to help manage your tax bill.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Retirees traveling abroad need to know that their health insurance travels with them.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
With alternative investments, it’s critical to sort through the complexity.
The market is as unpredictable as the weather. We’d love to help you prepare.
Are you ready for retirement? Here are five words you should consider.
It's easy to let investments accumulate like old receipts in a junk drawer.