North Star Resource Group
Tucson, AZ
Contact
Information
About My Practice
Justin helps Federal Employees (FERS & CSRS) to fully understand the
unique benefits they enjoy. In a one-on-one setting, he prepares and
presents a personal comprehensive analysis of an employee's Federal Benefits to
them at no fee.
Through this detailed analysis, Federal Employees gain a level of knowledge
and perspective, specific to their situation, which enables them to select the
best choices possible into retirement.
Specific Areas of Federal Benefits Analysis:
- FERS/CSRS Annuity and Survivor Benefit Options
- TSP - Fund Options, IRA's, and Retirement Options
- FEGLI - Coverages, Costs, and Alternatives
- FEHB - Medicare, Social Security, and Supplemental Plan Options
- FLTCIP - Long-Term Care Options, Costs, and Comparisons
Justin has been working with Federal Employees since 1999. He works
with Federal Agencies in the Local Tucson Community as well as with Federal
Employees located all across the country. He enjoys working with Federal
Employees and being introduced to various members of the Federal
Community.
Offering Advice Since
1998
Areas of Specialty
Comprehensive financial planning
Retirement strategies
Investment strategies and asset management
Insurance
Long-term
and elder care
Budgeting and cash management
Group Benefits for Small
Business
Licenses, Certifications, Education, and
Affiliations
Insurance Licenses: Life & Health, Long-Term Care, VA,
VL
Security Licenses: Series 7, Series 66
Other Licenses,
Certifications, Designations: IAR
Investment Advisor
Registration: Securian Financial Services, Inc. and and CRI Securities,
LLC
Education: Bachelor of Science Degree in Finance from The University of
Arizona
Charges to Clients for
Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on
percentage of assets managed
Commissions on insurance products
purchased
Trail feed on mutual funds or insurance policies
Commissios
an/or loads for investment products purchased
Personal Federal Benefits
Analysis (No Charge)
My
Association with the Office or Firm
Independent Contractor
My Broker / Dealer
Affiliation
North Star Resource Group offers securities and investment advisory services
through CRI Securities, LLC and Securian Financial Services, Inc. Members
FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial
Services, Inc. and North Star Resource Group. North Star Resource Group is
not affiliated with Securian Financial Services, Inc. North Star Resource
Group is independently owned and operated.
203002 D.O.F.U. 7/10
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