Grant Shatzer
Building your financial toolbox for financial independence.
Grant Shatzer
Building your financial toolbox for financial independence.
About Grant
Grant’s mission is to be an essential resource for his clients, helping them organize their investment and insurance solutions to live a comfortable and confident life now and into retirement.
When you work with Grant, your interests are at the forefront. In the first meeting with him, the conversation is built around what is important to you in the short term and long term. Once Grant understands your financial goals, he can present a personalized financial strategy built around the tools that can help you achieve those goals.
Qualifications
Grant graduated from Texas State University, where he pursued a degree in finance.
In the financial field, Grant has received training in several registrations and licenses, including:
- SIE
- Series 7
- Series 66
- Life and health licensed
Grant enjoys reading outdoors, cheering on the Green Bay Packers and Chicago Cubs, and playing basketball.
Services
Comprehensive financial planning
Experience financial services personalized to your lifestyle and career.
With coaching from Grant, you will better understand your current financial position, your future goals, and methods to reach those goals.
Because of the relational nature of this approach, Grant serves as an educational resource when your needs change throughout your lifetime and as your coach instilling in you good financial habits that will empower your financial plan.
Disability insurance
When you insure your income, you are protecting the potential of your complete financial strategy. Grant and his team can help you find a policy that considers the nuances and needs of your specialty. When shopping for a policy, he will consider your monthly budget and your long-term goals to help you select a suitable solution for you and your loved ones.
Life insurance
If you have people who rely on you and your income, life insurance is a crucial element of your financial strategy. Securing a term or whole life insurance policy can provide you and your family peace of mind for the financial future even after you’re gone.
Team
When you work with Grant, you don’t just get his second opinion, but you are supported by a team of experts.
As a North Star advisor, Grant works closely with senior financial advisors and specialists to get a second, third, and fourth perspective on strategies available to you. Then, he can distill each opinion into a recommendation for your specific situation and provides as much material as is helpful for you to make an informed decision.
Financial professional team
Kelly Hugghins Neely, CFP®
Financial Advisor
Resource team
Carrie Hancock
Vice President, Financial Planning Resource Center
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Events
The North Star – Austin team hosts regular financial health webinars for medical professionals.
Grant, Davin, and Kelly are investment advisor representatives of Cetera Advisor Networks, LLC. CA Insurance License #4135212..
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.