As a Senior Partner in the Madison, Wisconsin office of North Star Resource Group, Tom Haunty's practice is focused in two areas.

PERSONAL FINANCIAL PLANNING-
As a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner, Tom helps individuals and families accumulate money by maximizing their investment return potential and minimizing their tax burdens. He helps clients invest more through cash flow planning and helps protect their income and savings from unforeseen losses through personalized insurance planning.

BUSINESS BENEFIT PLANNING-
As a Registered Employee Benefit Consultant (REBC), Tom assists business owners in rewarding, recruiting and retaining key employees through the implementation of selective benefit programs. In addition to evaluating and designing group pension and insurance benefit programs, Tom provides comprehensive benefit communications to employees through employee-specialized seminars, workshops and individual meetings. Tom also seeks to coordinate the efforts of the business' tax and legal advisors to form a team that works together to help meet the business owner's overall financial goals.

Tom Haunty has authored and been quoted in numerous articles on personal and business financial planning strategies and is a frequent speaker on these topics. In 2006, he published his first book, Real Life Financial Planning for Young Lawyers, which can be obtained by emailing Tom or his staff directly. An Evans Scholar graduate of the University of Wisconsin-Madison School of Business, Tom is also a member of the Financial Planning Association; the Financial Counseling, Investment, Management and Employee Benefits Sections of the Society of Financial Services Professionals^™; and is a Life and Qualifying Member of the Million Dollar Round Table, The Premier Association of Financial Professionals^®.

Financial Services for Attorneys - Tom has also developed a practice sub-specialty providing financial services for attorneys, their law firms and their clients. He has authored and been quoted in numerous articles on attorney finances published in The ABA Journal, The Young Lawyer Magazine and other legal publications. He also serves as the volunteer financial planner for the American Bar Endowment (ABE), a not-for-profit arm of the American Bar Association, supporting ABA Young Lawyers Division members and is an Associate member of the American Bar Association.

REAL LIFE FINANCIAL PLANNING FOR YOUNG LAWYERS BOOK

Tom is the lead author of Real Life Financial Planning for Young Lawyers. Click on the link below to order your copy today!

Please send me an order form for your book, Real Life Financial Planning for Young Lawyers, at a cost of $15.

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 Resource Group
2945 Triverton Pike Drive
Suite 200
Madison, WI 53711

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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