Anthony J. Schau, CFP^®

Regional Vice President
Senior Partner*

Phone: (319) 351-4307
Fax: (319) 354-9004
E-mail: anthony.schau@northstarfinancial.com

Established in 1992, Anthony’s practice is an industry expert in developing financial strategies for medical and business professionals and their families. Following an introduction, Anthony assists his clients in clearly identifying their individual financial goals and, upon analyzing their current financial position, creates a customized financial strategy to recommend. Once put in place, Anthony sets specific dates to review and update your strategy.

Anthony has worked closely with over 500 physicians, dentists, pharmacists and business professionals in the areas of:

• College Education Strategies
• Retirement Strategies
• Cash Flow Management
• Own Occupation Disability Insurance
• Individual Life Insurance
• Tax Minimizing Strategies¹
• Basic Employee Benefit Review for Medical Professionals¹
• Asset Protection Strategies
• Estate Planning
• Long Term Care
• Investment Advisory Services¹
• Employee Benefit Analysis & Coordination

Located in Iowa City, IA, Anthony is a frequent speaker to student and resident physician groups at the Carver College of Medicine, The University of Iowa Hospitals & Clinics, Des Moines Methodist Hospital, and University of Colorado-Denver. Anthony takes great pride in helping to educate medical professionals of the increasing financial issues pertinent to their careers in today’s marketplace. He is also a sought after resource to many institutions and businesses throughout the Midwest regarding protection, accumulation and distribution strategies.

Anthony is registered in 26 states and has committed his practice to maintaining close relationships with his clients located in Iowa and across the country. Client Service Specialist Jill Daly and Marketing Coordinator Stephan Sabo assist in preserving continuation of service. For 17 years, Anthony’s philosophy has centered on working with a select number of medical professionals per year, focusing on a commitment to success through personalized recommendations from a trusted resource.

Anthony is a member of the elite Million Dollar Round Table (MDRT), The Premier Association of Financial Profesisonals^®, recognizing the top 9% of financial professionals worldwide. He is also a member of Who’s Who in Executives and Businesses.

Within his community, Anthony is a Charter Member and past President of the Coralville-North Corridor Rotary Club, Treasurer of the Heritage Christian School in North Liberty, past NAIFA - Iowa State Legislative Chair (National Association of Insurance and Financial Advisors) and current NAIFA – Iowa Regional Trustee. As a graduate of the University of Iowa, Anthony is a devoted Hawkeye fan and enjoys hunting, fishing and snow and water skiing in his free time.

He resides in North Liberty with wife, Kimberly and their three children.

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.

¹Anthony does not provide specific tax or legal advice. Tax and legal consequences should be verified by your tax advisor.

North Star Resource Group
209 East Washington Street
Suite 300
Iowa City, IA 52240

*North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian 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. 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.

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