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Marshall W. Gifford, CLU, ChFCSenior Partner*
Phone: (612) 617-6119
Philosophy & BackgroundBiography Marshall Gifford is a Senior Partner with North Star Resource Group in Minneapolis. He graduated from Minnesota State University at Mankato in 1993 with a degree in Business Administration. In 1995 Marshall completed his Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU) training. He specializes in consulting with physicians and dentists in regards to their personal and business financial planning concerns. Marshall is a co-author with Todd Bramson of Real Life Financial Planning for the Young Dental Professional and Real Life Financial Planning for the Residents, Fellows and Young Physicians. He has appeared on NBC's KARE 11 News and Fox News in Minneapolis as a financial expert. Marshall has also written and supported multiple articles for Medical Economics magazine. He is a sought after speaker and has conducted educational discussions for residents, fellows and students of the following institutions or groups:
Industry wide Marshall is recognized as an expert and also been asked to speak at numerous industry functions on time management, practice management, marketing, efficiency and motivation. Marshall is a member of the Million Dollar Round Table and Top of the Table which recognizes the top one half percent of financial advisors world wide. Marshall resides in St. Paul, Minnesota with his wife Tari and three sons. Background and Mission I grew up in a small town in North East Iowa. My parents were both successful business owners. My father ran an insurance agency and my mother ran an antique and gift shop. It wasn't until 1989, during my senior year of high school, that I learned how quickly life can change. In February 1989, I was diagnosed with Lupus Nephritis, a disease of the autoimmune system. In the middle of basketball season and recruiting trips, my season ended. At 6' 4", my weight dropped to 126 pounds. The next seven months I spent in and out of hospitals. I was very fortunate to fully recover physically in late 1989 and have been healthy since then. The experience, however, will never be forgotten. It serves as a reminder to make sure I take care of those closest to me and live everyday because you never know when life will deviate from your plan. The best you can do is to be prepared. My mission is to utilize the creative communication skills I have been given to efficiently and effectively reach medical and dental professionals to help them understand the financial issues that face them. I believe that when communicated simply, effectively and in an entertaining manner, the complexity of financial information can be made easily understandable. Without convenient access to this information, many people put off making key financial decisions and unintended results can be devastating for them, their families or businesses. The information age has also intensified the dissemination financial advice.. It is interesting to consider that twenty-years ago financial news may have made top headlines two or three times throughout the year when the stock market would do particularly poorly or well, or if there was some other major economic news. Today, however, we have news programs dedicated to nothing else 24 hours a day, 7 days a week. The number of financial headlines in the daily papers can be overwhelming. Still, there is a big difference between information and wisdom. It is my mission to help people acquire the wisdom to make sense of all the information. I hope the resources of my practice will help you attain your financial goals. Authored BooksReal Life Financial Planning for the New Physician: Price: $27.95 Real Life Financial Planning for the New Physician should be required reading for every medical student, resident, fellow, and young physician. All of the unique financial needs of a physician have been merged into a very manageable and easy-to-implement strategy. You will learn how to prioritize multiple decisions and manage your complex financial life. The result is a financial plan that decreases worry and stress, knowing that you are in control and are systematically building and protecting your wealth. There is an amazing amount of practical advice packed into this book based on the wisdom gained from more than 15,000 individual meetings that the authors –Todd Bramson & Marshall Gifford – have had with their clients ... people just like you. Call 1-888-257-9839 to order by phone. Price: $27.95 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. 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. This information should not be considered as tax advice. You should consult your tax advisor regarding your own tax situation. 181279/05-10 This presentation includes helpful information on: This presentation includes helpful information on: (We routinely blend this presentation with the topics we address for residents early in training if residents from multiple resident classes will be in attendance. This presentation includes helpful information on: This presentation includes helpful information on: It is also possible to tailor these presentations or combine topics depending in the ages and concerns or the group or association.
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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 |
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