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138 Canal Street, Suite 107
Pooler, GA 31322

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William Casterlin, CFP®

(912) 228-3006

 
Social Security: By the Numbers Social Security: By the Numbers Social Security: By the Numbers To Buy or Not to Buy To Buy or Not to Buy Rightsizing for Retirement Rightsizing for Retirement Making Your Tax Bracket Work Making Your Tax Bracket Work

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.

Helpful Content

An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

 

When to Self-Insure

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Insuring Your Business With a Buy/Sell Agreement

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Caring for Aging Parents

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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A presentation about managing money: using it, saving it, and even getting credit.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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With alternative investments, it’s critical to sort through the complexity.

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Savvy investors take the time to separate emotion from fact.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Have you explored all your options when it comes to managing your taxable income?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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