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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Purchasing homeowners insurance is critical for protecting your home.
Life insurance proceeds are generally tax-free. But not in all cases.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
There are four very good reasons to start investing. Do you know what they are?
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are hundreds of ETFs available. Should you invest in them?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?