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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The item most homeowners forget on their home improvement project checklist is insurance.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Life insurance proceeds are generally tax-free. But not in all cases.
The federal government requires deceased individuals to file a final income tax return.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When you’re married and have children, insurance needs will be different.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
All about how missing the best market days (or the worst!) might affect your portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a quick guide to checking to see if you have unclaimed money.
In the world of finance, the effects of the "confidence gap" can be especially apparent.