Nathan D. Hoffman, CLU, ChFC, CFP^®

Financial Consultant, Partner*

Phone: (512) 328-5131, ext. 114
Fax: (512) 328-5138
E-mail: nathan.hoffman@northstarfinancial.com

Visit Nathan's website for more information on his practice at NathanHoffmanCFP.com.

Nathan is a partner with North Star Consultants of Texas based in Austin, Texas. He works with physicians, business owners, and professionals with the purpose of helping them achieve their personal and professional financial goals. As a member of the Medical Division, Nathan has a unique understanding of the challenges facing physicians and dentists along with the best strategies to help them achieve financial independence. Nathan specifically assists his clients in the following areas:

• Asset Protection and Wealth Accumulation¹
• Risk Management and Own Occupation Disability Insurance
• Portfolio Design and Management
• College Funding
• Proper Estate Planning¹
• Tax Minimization and Retirement Preparation¹
• Designing and Implementing Qualified Plans for Practices

Nathan attended the University of Texas at Austin, and graduated with a degree in Finance and a minor in Accounting. He has been distinguished by 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. Nathan has achieved industry recognized designations as a Charted Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College to accompany his status as a CERTIFIED FINANCIAL PLANNER^TM practitioner (CFP^®).

Nathan currently resides in the South Congress area of Austin, Texas, and services clients nationwide.

¹Nathan Hoffman does not provide specific tax or legal advice. Please consult with a tax or legal professional for specific tax or legal advice.

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 Consultants of Texas
Terrace VII
2801 Via Fortuna, Suite 450
Austin, Texas 78746 Click here for a map and directions to our office.

*North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

Investment Advisor Representative & Registered Representative - CRI Securities, LLC and Securian Financial Services, Inc.

North Star Consultants of Texas 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 Service, Inc. and North Star Consultants of Texas. North Star Consultants of Texas is not affiliated with Securian Financial Services, Inc. North Star Consultants of Texas is independently owned and operated.

Doing business as North Star Consultants of Texas, Inc. in the state of Texas.

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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