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Erik R. Andrews, CLTCFinancial Consultant; Associate Partner*
Phone: Erik graduated from Indiana University in 2002 and joined North Star Resource Group in 2003 as a financial consultant. Growing up as the son of a physician, Erik understands firsthand the unique and complex financial challenges within this chosen career and has a specialized practice working with physicians and dentists in addition to successful professionals and families. He is a member of North Star’s Medical Division, which is comprised of a group of advisors who work extensively with medical and dental professionals across the country sharing best practices. He has clients in over 20 states and believes that “if the trust is there, the miles don’t matter.” Erik believes in taking a holistic approach to helping clients meet their financial objectives, beginning with understanding each individual’s unique set of values, goals, philosophies and concerns. He provides fee-based financial planning and can also implement the strategies outlined in the plan through the sale of specific product.2 Erik is a frequent presenter to residents, fellows, practicing physicians and dentists at various teaching hospitals and medical practices throughout the country. He works extensively at Indiana University School of Medicine and School of Dentistry, St. Vincent Women’s Hospital, Methodist Hospital and St. Francis Hospital in Indiana and University of Louisville School of Medicine and University of Kentucky College of Medicine in Kentucky. As a resident, Erik focuses his discussions in the areas of debt management, cash accumulation, moonlighting income, investments and insurance strategies. Once in practice, the main points of discussion are focused in the areas of wealth accumulation, asset protection strategies1, insurance, tax minimization strategies1 along with exit planning. 1This information should not be considered as tax or legal advice. Specific tax and legal consequences should be verified by your tax and/or legal advisor. Erik is an on-going member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals® which recognizes the top 5-7% of financial advisors worldwide, as one of the industry’s leading advisors. His services include: Investment Strategies
Insurance
Qualifications
Erik resides in Brooklyn Park, Minnesota with his wife, Amy and daughter, Addison and son, Aiden. Erik enjoys spending quality time with his family and friends, grilling out and he is an avid Colts fan. North Star Resource Group *North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. 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. 2Separate 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. 428036/12-2011 |
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
