Andy M. Tate, CFP^®, ChFC^®, CLTC

Financial Advisor; Partner*

featured in Medical Economics' 2008
150 Best Financial Advisors for Doctors List

Phone: (612) 617-6049 - MINNESOTA / (913) 526-5737 - KANSAS
Practice Manager: Scot Bolland (612) 617-6105
Fax: (612) 617-6001
E-mail: andy.tate@northstarfinancial.com

As a Partner with North Star Resource Group Andy works with physicians, business owners, professionals, executives and families with the intent to enable them to reach their financial objectives. His areas of focus include Asset Accumulation and Asset Preservation strategies.

Andy understands the importance of educating his clients with both the pros and cons of each financial decision they face. He understands that with the tremendous amount of information available on this topic through periodicals, newspapers, the internet and other professionals that it is critical to recognize how each piece of information affects a particular situation. He feels most clients do not have full integration with their financial strategy which can lead to problems in the future.

Andy’s areas of expertise include but are not limited to:

• Asset Accumulation/Investment Review¹  

• Estate Planning/Asset Preservation  

• Distribution Analysis  

• Insurance Analysis  

• Cash Flow Management  

Andy is a CERTIFIED FINANCIAL PLANNER^TM practitioner (CFP^®), Chartered Financial Consultant (ChFC^®) and holds a Certification in Long Term Care (CLTC). Andy was named to the "150 Best Financial Advisors for Doctors" list in 2008 by Medical Economics magazine, is a National Quality Award Recipient , and a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals^® which recognizes the top 5-7% of financial advisors worldwide.

Andy and his wife Sarah maintain a residence in Kansas City, Missouri and Minneapolis, Minnesota. He is a graduate of the University of Kansas and enjoys running and cycling along the Mississippi River.

CFP^® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

North Star Resource Group
2701 University Ave. S.E.
Minneapolis, MN 55414-3233

*North Star Consultants, Inc.
Insurance Products & Services

¹CRI Securities, LLC
Securities & Investments

¹Securian Financial Services, Inc.
Variable Products & Securities

North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. 2701 University Ave. S.E., Minneapolis, MN 55414, 612-617-6000. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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