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 Federal Employee Benefits to them at no fee.
Through this detailed analysis, Federal Employees gain a level of knowledge and perspective, specific to their situation, which help them to make sound choices into retirement.
Specific Areas of Federal Employee 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
Areas of Specialty
Comprehensive fee based financial planning
Investment strategies and asset management
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 Registrations: 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
Commissions and/or loads for investment products purchased
Personal Federal Employee Benefits Analysis (No Charge)
My Association with the Office or Firm
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. Justin is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.