Category Archives: Financial and Tax Advisors

Financial and Tax Advisors

Northwestern Mutual Wealth Management Company

  • Jeremy Barlow CFP®, CLU®           Wealth Management Advisor
  • 111 E Broadway Ste 1400                       Salt Lake City, UT 84111-5260
  • Phone: 801.433.1630
  • Fax: 866.877.2395
  • Email:jeremy.barlow@nmfn.com
  • Web: www.jeremybarlow-nm.com                                                                                                                       a
  • Jeffrey Gelder Lewis, CLU®, ChFC®
    Financial Advisor
  • 111 E Broadway Ste 1400                     Salt Lake City, UT 84111-5260
  • Phone: 801.533.8444
  • Web: www.jeffrey-lewis.com

 

 

 

Michael Paulus

My brother John and I take a team approach in working with our clients.  Our practice focuses on working with physicians, dentists, and their families to help them overcome the financial challenges that are unique to their chosen careers.

We take a holistic approach and focuses on each client’s unique set of goals and values.  We hold educational meetings with those in training free of charge and with no obligation.  Below is a list of some of the areas where we can be of assistance

  • Asset Protection Strategies*
  • Physician Specific Disability Insurance
  • Student loan repayment strategies
  • Life Insurance Strategies
  • Wealth Management
  • Retirement plans (Solo 401k, SEP, 401k 403b, Roth IRA)
  • College Funding Options
  • Tax Deferred Strategies*
  • Fee-Based Financial Planning

We can be reached at the contact information provided below or you can schedule an introductory meeting through this link Click Here

Michael D. Paulus, CFP®, CLU®, ChFC®

Salt Lake City Office | 175 S Main Street | Suite 500 | Salt Lake City, UT 84111

Phone: 612-617-6044 | Email: michael.paulus@northstarfinancial.com

Personal Bio: Michael Paulus – Financial Advisor

 

*Financial Advisors do not provide tax or legal advice and this should not be considered as such.

Securities and investment advisory services offered through CRI Securities, LLC (CRI) and Securian Financial Services, Inc. (Securian), Members FINRA/SIPC. CRI is affiliated with Securian and North Star Resource Group (NSRG).  NSRG is not affiliated with Securian but is independently owned and operated. Michael and John are registered representatives and investment advisor representatives of CRI and Securian. 2161574/6-2018

 

Additional resources who can help you:

Rebecca Allen – Practice Coordinator

rebecca.allen@northstarfinancial.com

Direct (612) 617-6044| Fax 612-256-3044

Salt Lake City Office | 175 S Main Street | Suite 500 | Salt Lake City, UT 84111

Philadelphia Office | 2001 Market Street | 25th Floor | Philadelphia, PA 19103

 

 

North Star Resource Group – Insurance Products and Services. CRI Securities, LLC – Securities and Investments. Securian Financial Services, Inc. – Variable Products and Securities. Securities and investment advisory services offered 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.

 

UMA Financial Services

Advisory TeamGroup Photo

Jeff Zesiger, MS, CFP®
– President and Financial Advisor

Patrick Brady, CRPS®, AIF®
– Vice President and Financial Advisor

Ryan Bladen, MBA, CFP®
– Vice President and Financial Advisor

Eric Halvorsen, MBA, CFP®
– Financial Advisor

 

Trust your financial health to a specialist.

No one knows the financial needs of physicians like UMA Financial Services. Established more than 20 years ago to help physicians achieve their personal financial goals, UMAFS is one of the most valuable benefits of your membership in the Utah Medical Association.

Our certified advisors have more than 40 years of collective experience working with physicians and their staffs. Furthermore, they work on salary, not commissions, and are overseen by a physician-led board of directors. Bottom line: you’ll receive unbiased, expert advice from consultants who are well versed in the unique needs of the medical community.

We offer a full range of financial products and services for UMA member physicians:

* Investment management

* Retirement income planning

* Cash management

* College funding

* Insurance planning

* Estate preservation

John D. Shreck

John Shreck

Certified Public Accountant

Owner/President

JDS Financial Management PC

2800 E Oquirrh Dr | Salt Lake City, UT 84108 801-703-0693 | john@jdsfin.com | www.jdsfin.com

I have over 10 years of experience working with a variety individuals and businesses as an accountant, consultant, and tax specialist – many of whom are physicians.

I am available and responsive and focus on delivering quality work in a timely and professional manner.

JDS Financial Management provides the following affordable services for individuals:

* Federal and State Income Tax Planning and Preparation

* Nanny/Household Employee Payroll Services

* Debt and Budget Analysis

Residents and fellows receive 35% off all services while they are in training.

I understand that physician schedules generally don’t match up with regular business hours – which is why I make myself available for evening and weekend appointments and phone calls.

My office is located in a convenient location near the Hogle Zoo with free, always available parking.  I am also more than willing to come to your house or office if that is easier for you and your family’s schedule.

Physician References:

Dr. Thomas J. Wood

Drs. Smitha Warrier and Jason P. Hunt

Dr. Luke Maese

Drs. Amber and Joey Bledsoe

“John is great to work with and is very responsive and always answers any questions that we might have.  He took the time to understand our personal financial situation so we know that the advice we receive truly applies to our own situation.  We would recommend John and his company to any physician needing help with their finances.”

~ Joey Bledsoe, M.D. and Amber Bledsoe, M.D., Park City, Utah

“John is a great resource for physicians looking for financial counseling and help with taxes. Our situation is unique as I am paid from two different sources and the documentation can be very confusing. He has  taken the time to go through our financial information, explaining our best options in order to maximize our benefits. He also offered great advice which allowed us to save a significant amount of money on our taxes in upcoming years. My family certainly recommends John to any person, including physicians, for financial advice and tax preparation.”

~ Luke Maese, D.O.*, *Salt Lake City, Utah