Monthly Archives: July 2018

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.