North Star Resource Group

About the North Star Charitable Foundation (NSCF):

The North Star Charitable Foundation (NSCF) embraces what the “foundation” of our 100 year old firm, North Star Resource Group, stands for—serving others. The word foundation means “base” and the base of our advisors, team members and leadership teams is serving. Our advisors serve their clients, our team members serve the advisors, leadership serves both and all of us together serve the greater community at large which is the focus of NSCF.

North Star is a proud supporter of the following charities through NSCF.

Bikes for Kids

Breast Cancer

Ataxia

Cystic Fibrosis

Alzheimer's

Myelofibrosis

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Bikes for Kids

Bikes for Kids, A Non Profit Public benefit Foundation, aims to help boys and girls ages 6-10. Many of the children come from broken homes where one or both parents may be missing, out of a job, or unsure of where the next meal is coming from. Through this program bikes, locks, helmets, and baskets are given to children in need at a carnival type event planned especially for them and their families.

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Breast Cancer

Breast cancer is often first suspected when a lump is felt or when an abnormal area is found on a mammogram. Most of the time, these suspicious areas do not turn out to be cancer, but the only way to know for sure is through follow-up tests. Understanding what these tests are and how to interpret their results can help a woman take control of her situation and pick the course of action that is best for her. For more information about breast cancer visit www.komen.org.

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What is Ataxia?

The word, “ataxia”, comes from the Greek word, “a taxis” meaning “without order or in coordination.” The Medline plus Merriam-Webster Medical Dictionary defines ataxia (a-tak-se-a) as, “An inability to coordinate muscular movements that is symptomatic of some nervous disorders.” The word ataxia is often used to describe a symptom of incoordination which can be associated with infections, injuries, other diseases, or degenerative changes in the central nervous system. Ataxia is also used to denote a group of specific degenerative diseases of the nervous system called the hereditary and sporadic ataxias which are the National Ataxia Foundation’s primary emphases. National Ataxia Foundation (www.ataxia.org)

Article by Michael D'Antonio (Los Angeles Times Magazine)
- George and Pam Smith Searched Nationwide for Someone--Anyone-- Who Could Heal Their Dying Daughter. Then They Met Dr. Richard Gatti

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Myelofibrosis

Myelofibrosis is a chronic form of leukemia. It causes secondary scarring or “fibrosis” in the bone marrow. Typically people develop myelofibrosis around age 60. The disease can lead to progressive bone marrow dysfunction and anemia, and decreases in other key blood cells such as infection-fighting white blood cells and blood-clotting platelets. For more information about myelofibrosis visit www.mayoclinic.org/myelofibrosis/index.html..

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Cystic Fibrosis

Cystic fibrosis (CF) is a genetic disease affecting approximately 30,000 children and adults in the United States. A defective gene causes the body to produce an abnormally thick, sticky mucus that clogs the lungs and leads to life-threatening lung infections. These thick secretions also obstruct the pancreas, preventing digestive enzymes from reaching the intestines to help break down and absorb food. For more information about Cystic Fibrosis visit www.cff.org.

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Alzheimer’s

Alzheimer’s disease is a progressive brain disorder that gradually destroys a person’s memory and ability to learn, reason, make judgments, communicate and carry out daily activities. As Alzheimer’s progresses, individuals may also experience changes in personality and behavior, such as anxiety, suspiciousness or agitation, as well as delusions or hallucinations. For more information about alzheimer’s disease visit www.alz.org.

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IMPORTANT PRIVACY INFORMATION

Our Mission

What We Believe

How We Are Different

IMPORTANT PRIVACY INFORMATION

You are receiving this Privacy Policy because you have purchased a product or services through either CRI Securities, Inc. or Securian Financial Services, Inc. which are affiliated firms. Your privacy is very important to us. That is why we have always maintained policies and procedures that are intended to ensure the responsible handling of your “personal information”. This document describes our privacy practices. The examples given below of types of information we collect and the categories of parties with whom we share information are intended to illustrate our information practices; they are not intended to be exhaustive.

What personal information may we collect?

We collect personal information about you in order to offer financial products and services, administer our business, perform statistical analysis, and comply with all applicable laws and regulations. The type of information we collect depends on the type of product or services you purchase.

We may collect personal information about you, such as:

Information we receive on applications or other forms, such as name, address, social security number, assets, income and beneficiaries;
Information about your transactions or experiences with us and our affiliates as outlined in this notice.

What information may we disclose?

As permitted by law, we may disclose the above listed information to affiliates, companies that perform marketing or administrative services on our behalf or other financial institutions with which we have joint marketing agreements.

To whom may we disclose personal information?

As permitted by law, we may disclose some or all of the information we collect to affiliates and non-affiliated third parties such as:

Companies that perform services for us or on our behalf (such as vendors we hire to respond to customer requests and provide you with information about our products or services); or
Financial institutions (such as banks, insurance companies, securities brokers or dealers with whom we have marketing agreements).

Is access to nonpublic personal information restricted?

Yes. We restrict access to your nonpublic personal information to only those employees who have a legitimate business need to know in order to provide products or services to you. Our employees are educated and trained to adhere to strict confidentiality standards in order to protect your personal information. Any employee who violates such confidentiality standards is subject to discipline. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.

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Our Mission

Changing lives forever.

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We Believe...

...in putting our clients’ interests above our own.
...in developing relationships with product and service providers who also place clients’ long term best interests above their own.
...that our clients must receive more value from our relationships than we do.
...that our clients’ long term financial status is improved through working with an experienced professional rather than practicing financial strategies on their own.
...our clients are best served by successful professionals who can afford to remain in business to serve them over time.
...that products alone are not the solution to problems, rather, they are tools to be used by trained professionals to help clients achieve their stated goals.
...our clients are best served through a team concept where the whole is greater than the sum of its parts.
...in our ability as professionals to choose the specific area and method of providing financial services that best serves our clientele consistent with the core beliefs stated above.

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How We Are Different

We...

...are consistent with our beliefs (see “We Believe”).
...attempt to look at your entire financial picture instead of just one aspect of it.
...prefer a balanced approach to planning over specific product centered strategies.
...feel a buy and hold strategy based on proper asset allocation with selected money managers can produce better long term results than attempting to “time” the market.
...are not controlled by service providers whose products we recommend.
...look long term, not just this year.
...have broad based knowledge of financial products and strategies and are properly trained to know for whom and when they fit best.
...are able to work on a “fee only basis” where it is appropriate.*
...have the resources and relationships in place to implement recommended strategies.
...conduct most of our business through referrals from satisfied clients.
...have one of the most rigorous associate selection processes in the country which results in higher associate retention and better client service over time.
...have among our team of qualified associates CPAs, Attorneys, Chartered Financial Consultants and Certified Financial Planner^® Practitioners to provide a high level of professional expertise and superior client support.

*Through Marathon Advisors, Inc.-Registered Investment Advisor

CFP^® and CERTIFIED FINANCIAL PLANNER^® 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.

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