TruNorth Advisors

At TruNorth, we understand that retirement is not just the end of one chapter, but the beginning of another. It's a time to embrace your desires and empower your dreams. Our team is dedicated to helping you navigate the complex world of financial planning and ensure that your retirement is everything you've worked hard for.

Our approach to retirement planning is unique. We believe in taking the time to truly understand your goals, aspirations, and concerns. Through our four-step process - DESIRE, EMBRACE, EMPOWER, and DREAM - we help you create a personalized TRUretirement Plan that addresses all aspects of your financial future.

Financial Services

We offer a wide range of financial services designed to meet your specific needs. Our team of experienced professionals will work closely with you to understand your goals and develop a plan that aligns with your vision of retirement.

Investment Planning Services: We help you create an investment strategy that aligns with your risk tolerance, investment horizon, and financial goals.

401K and IRA Planning: Our team will assist you in optimizing your 401K and IRA contributions to maximize your retirement savings.

Market Volatility Protection: We can help you protect your investments from market volatility and ensure that your retirement savings remain secure.

Risk Management: Our risk management strategies are designed to mitigate potential financial risks and ensure that your retirement plan stays on track.

Income Planning: We'll help you create a sustainable income stream in retirement, ensuring that you have the financial resources to live the life you want.

Inflation, Spousal, and Longevity Planning: Our team will work with you to develop a plan that addresses the challenges of inflation, ensures your spouse's financial security, and helps you maintain your independence throughout your golden years.

Social Security Advisor: We'll help you navigate the complex world of Social Security benefits and ensure that you're receiving the maximum amount you're entitled to.

Tax Planning: Our tax planning strategies are designed to minimize your tax liability in retirement, ensuring that you keep more of your hard-earned savings.

Withdrawal Strategies: We'll assist you in developing a withdrawal strategy that ensures your retirement savings last throughout your lifetime.

Long-Term Care and Life Insurance: Our team can help you understand your options for long-term care and life insurance, providing you with peace of mind and financial security.

Medicare Advisor: We'll guide you through the Medicare system, ensuring that you have the coverage you need and are not overpaying for your healthcare.

Legacy Planning: Our legacy planning services are designed to help you pass on your wealth to future generations while minimizing estate taxes and other expenses.

Asset Protection and Estate Planning: We'll work with you to protect your assets and ensure that your estate is distributed according to your wishes.

IRA Legacy and Wealth Management: Our team will assist you in creating a legacy that lasts for generations to come.

Resources and Locations

In addition to our comprehensive financial services, we also offer a variety of resources to help you stay informed and educated about your retirement options. Our media section features articles, videos, and other materials designed to provide you with the knowledge and tools you need to make informed decisions about your financial future.

We have offices in Greenville, SC, Asheville, NC, and Clemson, SC, allowing us to serve clients throughout the region. Our team is dedicated to providing personalized service and attention to each of our clients, ensuring that you receive the highest level of care and expertise.

Attend an Event or Schedule a Meeting

If you're interested in learning more about our services or would like to schedule a meeting with one of our experienced professionals, we invite you to attend one of our upcoming retirement seminars or contact us directly. We look forward to helping you plan your financial future and achieve the retirement you've always dreamed of.