800.352.5837

Annie Book
Annie Book, CLTC, ChFC
Financial Advisor
Areas of Focus
  • Asset Protection
  • Debt Management
  • Tax Strategies
  • Estates
  • Education Funding
  • Retirement


Phone: 503.423.2737
Location
Portland, OR »
6500 SW Macadam Avenue, Suite 375
Portland, OR 97239

Fax: 503.321.7402

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Annie is a teacher at heart. Her passion is to empower people by equipping them with the knowledge to make well-informed decisions, take control of their life and enjoy the journey along the way. She believes that we all have the choice to live life by our own design and not by default of others. The values she lives by are simply stated: health, wealth, love and happiness.  She is honored to be a wife, mother, sister and friend to those she loves dearly. 

Annie has devoted over a decade to guiding physicians and their families with the necessary steps to actively pursue financial independence and assisting individuals who have suddenly received a sum of money as a result of selling a business, buy-out from a practice, divorce, inheritance, job change or retirement.

Annie is a contributing author to the books, Real Life Financial Planning for Women and Physicians Guide to Financial Independence. She is a qualified member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. She has been a featured speaker at over fifty events nationally. She has dedicated her personal time to continuing her professional development by obtaining her Chartered Financial Consultant (ChFC) designation, Certification of Long Term Care Planning (CLTC) designation and a graduate of Money Quotient’s Financial Life Planning.

Annie has a personal passion to educate all generations on financial prosperity in addition to nourishing children around the world.


Financial Process

Annie devotes the time to understand her clients’ most important concerns, dreams, goals and life values. Through a proactive and educational process, she positively impacts the lives of many and empowers them to make informed decisions involving their financial future.

The following is Annie’s process to help families live the life they desire:

Understanding

“First seek to understand before being understood.” -Stephan Covey
Annie’s first priority is to understand her clients’ unique situation. What they have been through, where they currently are and who they desire to be.

Education

“An investment in Knowledge always pays the best interest.”- Benjamin Franklin
Annie’s passion is to equip individuals with the financial knowledge so they have the confidence to stay the course during times of prosperity and times of challenge.  We create educational meetings that fit each individual’s financial situation.

Strategize

"Most people don't plan to fail: they fail to plan." -John L. Beckley
We work together to create a specialized strategy so that you can enjoy life today and in the future.  This will be your own financial road map to help accomplish your goals.

Implement

“Action is the foundational key to all success.” -Pablo Picasso
Together we will work through an “action list” of the steps that will move your financial strategy from ideas to fruition.  

Progress

“Planning is an ongoing series of decisions you make for a lifetime.” - Annie R. Book

We cannot control what happens to us but we can control how we react to it, how we prepare for it and what we learn from it! We track your progress from year to year; celebrating along the way and changing course when necessary.

Areas of financial preparation include:

  • Asset Protection Basics*
  • Cash Flow Coaching
  • Basic Benefits Review*
  • Debt Management
  • Tax Minimization Strategies*
  • Insurance Strategies
  • Retirement Strategies
  • Estate Planning*
  • College Funding Options
  • Exit Strategies*


Would I be a good fit as a client?

If the answer is “YES” to any of the following questions then connect with Annie for your complimentary, no obligation visit to determine if and how she can best be of service (include link to email or call).

Do you want more time to do the things you love to do?
Are you ready to have money work for you?
Do you desire financial confidence of knowing your financial home is in order?
Do you feel overwhelmed with all the financial advice and information out there?
Would you like a clear strategy to help accomplish your most important life goals?
Are you open to learning about important financial topics that are critical to your life?
Will or have you experienced a transition in your life that you want to properly prepare for?
Do you value professional guidance?

 

Annie is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1516790 / 6-2016

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Portland

6500 SW Macadam Avenue, Suite 375
Portland, OR 97239

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review**; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutionalized discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. 171 Palm Springs wealth managers were considered for the award; 66 (43 percent of candidates) were named Five Star Wealth Managers.

**To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.