Through an educational process, Clarisa assists her clients in many of these areas:

Individual:

• Debt Management
• Wealth Accumulation (Investments)¹
• College Funding Strategies (529 Plans, Education IRA’s)
• Retirement Strategies (Qualified vs. Non-Qualified Plans, IRA’s, Rollovers)
• Risk Management (Life Insurance, Disability Insurance, Health Insurance)
• Estate Planning (Wealth Succession)

Business:

• Qualified and Non-Qualified Compensation Packages
• Group Insurance
• Business Continuation
• Employee Seminars

Qualifications:

Clarisa is a graduate of the Arizona State University W.P. Carey School of Business with her Bachelor of Science in Business Management, Certificate in International Business and minor in Spanish. Her licenses/registrations include:

• FINRA Series 7/66 Registered
• Life and Health Licensed
• Variable Life and Annuity Licensed

Clarisa is a speaker at Arizona State University, Midwestern University, University of Arizona, and Xavier College Preparatory. In addition, she is active in the Junior League of Phoenix. Clarisa’s goal is to develop mutually beneficial relationships with her clients built around trust and integrity.

North Star Resource Group
4645 N. 32nd Street, 2nd Floor
Phoenix, AZ 85018

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. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.

This information should not be considered as tax advice. You should consult your tax advisor regarding your own tax situation.