Todd D. Bramson,<BR>CFP<sup>®</sup>, CLU, ChFC, CFS

Todd D. Bramson,
CFP®, CLU, ChFC, CFS

Senior Partner*

Phone: (608) 271-3669, ext. 218
Toll Free - (888) 655-8092
Fax: (608) 271-3564
E-mail:

In his 25 years with North Star Resource Group, Todd has developed a national financial planning practice with clients in most states. He believes,“If the trust is there, the miles don’t matter.” His practice has grown exclusively by referrals from satisfied clients. Todd specializes in wealth management for physicians, medical professionals, and business owners. However, clients in all fields are welcome! Send an email or call to visit with Todd to determine if his services would be appropriate for you.

Click here to request a complimentary copy of my Second Opinion CD Rom.


Todd has also prepared a four minute multimedia presentation that runs on your computer. Click on the graphic above to request a copy. He is offering to give you a second opinion on your financial plan.

SERVICES

  • Tax Planning and Tax Minimizing Strategies1
  • Life/Disability Insurance Design and Selection
  • Investment Consultation2
  • Employee Benefit Analysis and Coordination
  • Home Purchase Analysis
  • College Education and Retirement Analysis
  • Student Loan Management, Deferment, and Consolidation
  • Retirement Strategies, Including Rollovers
  • Analyzing Employee Benefit Packages
  • Estate Planning and Charitable Gifting Strategies
  • Budgeting Basics and Cash Flow Management
  • Net Worth Determination and Analysis

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POTENTIAL BENEFITS

  • Increased Knowledge of Financial Issues
  • Improved Sense of Short- and Long-Term Financial Direction
  • Effective Handling of Financial Issues
  • Potential Tax and Insurance Savings
  • Development of a Solid, Long-Term Professional Relationship with a Trusted Financial Advisor

1This information should not be considered tax or legal advice. Specific tax and legal consequences should be verified by your tax advisor and legal counsel.

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QUALIFICATIONS & AWARDS

Medal of Honor

Todd earned North Star Resource Group’s highest award—The Medal of Honor, recognizing service, selflessness, and leadership. Todd noted, “To be selected for this award is one of the highlights of my career.”

Todd has all of the qualifications expected of a professional experienced Advisor, including his CFP® (CERTIFIED FINANCIAL PLANNERTM practitioner), ChFC (Chartered Finanancial Counselor), and CLU (Chartered Life Underwriter) designations. In addition, he is very active in the community including his church, Blackhawk Country Club, and the Evans Scholars Alumni Foundation.

He has earned a reputation as an exceptional instructor, author and speaker, having recently been quoted in Medical Economics. He was also “the financial expert” on the local NBC station, having provided almost 130 segments on their Live 5:00 p.m. broadcast. Todd was featured in all seven (August 2000, December 2002, and November 2004, 2006, 2008, 2009 & 2011) issues of Medical Economics, under their exclusive list, "The 150 best financial advisers for doctors." In June 2004, he spoke at the prestigious Million Dollar Round Table, giving a presentation to 1,350 financial advisors from around the world.

Click here to read Todd's 2009 Medical Economics' article, "6 Times in a Row."

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MENTORSHIP PROGRAM


Over the past few years, Todd initiated a “Mentoring Fellowship” program. This is designed to help select financial advisors grow and build their businesses. It allows Todd to share his passion and his 29 years of wisdom in this industry. The current participants in the exclusive program are: (Click a name to be directed to that associates e-card).

REAL LIFE FINANCIAL PLANNING BOOK SERIES


Todd offers a complimentary first meeting (on the phone or in person depending on schedules) and as a follow up, will provide a free copy of one of his books. This is provided without obligation.

(Click on one of the books below to get this process started.)

RLFP-1 RLFP-New Physician-2 RLFP-Dental-2
Real Life Financial Planning Real Life Financial Planning for the New Physician Real Life Financial Planning for the Young Dental Professional

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TODD'S SERVICE TEAM


You may also contact Todd’s staff for your service needs:

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Do you have a question for Todd?
Click Here: www.asktoddbramson.com

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CFP® and CERTIFIED FINANCIAL PLANNERTM 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
(608) 271-3669, Extension 218

*North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

Todd is a Registered Representative and Investment Advisor Representative of CRI Securities, LLC and 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,

426339/12-2011

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