Mark Miller, CFP®, CLU®, ChFC®

Financial Planner, Associate Partner

Mark Miller, CFP®, CLU®, ChFC®

Financial Planner, Associate Partner

About

Mark Miller is a financial planner who has spent the entirety of his career with North Star Resource Group since graduating from Baylor University. Mark specializes in working with physicians, dentists, and business owners across the country. He has designed his practice to build life-long relationships with his clients by establishing trust through honesty and two-way communication.

Mark grew up in Texas, where he presently lives with his wife and kids. He earned his BBA from Baylor University, and is passionate about family, friends, along with the outdoors and sports. Mark serves on the board of Stop Alzheimer’s Now, is actively involved in his church and non-profit group Arrows of Light.

Services

Mark’s financial planning process is client-centric, educational, and based on what you want to accomplish. Mark works to ensure that you and your family are secure in every stage of life, through unforeseen and adversity, and with financial confidence or a sense of financial security.

Mark accomplishes by planning in the following areas:

  • Financial Position Planning
  • Investment Planning
  • Tax Planning*
  • Insurance Planning
  • Retirement Planning
  • Estate Planning*
  • Business Financial Planning

All services offered

Mark’s clients pay him in one of three ways. Clients can utilize any of these based on their needs:

  • Financial Planning Fee – Client’s pay for guidance through a flat fee relationship.
  • Wealth Management – Mark can work with clients through institutional management or brokerage services which determine the fee.
  • Insurance – Purchasing insurances is a commission-based relationship.

Through comprehensive financial planning Mark and his team provide value to his clients and their families in the following areas:

  • Objective Financial Education – Mark focuses on making the convoluted topics of finances simple.
  • Organization – Providing structure to your everyday and “big picture” finances.
  • Accountability – Keep clients accountable toward their goals and priorities, despite potentially conflicting emotions.
  • Transparency – Establish open and honest communication about every aspect of the advisor-client relationship, from favorable and unfavorable news, to fees and other processes.
  • Time – Mark’s team gives you back time to enjoy life and your loved ones, instead of spending it on stressing, managing and implementing your financial affairs.
  • Experience – Having met with thousands of physicians and their families over the past decade, Mark’s experience is vital to his recommendations for what is successful and what are the common mistakes or pitfalls that physicians make.

Team

Taylor Konze
Taylor Konze

Practice Coordinator

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Laura Logan
Laura Logan

Financial Planning Coordinator

Max Miller
Max Miller

Disability Insurance Consultant

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Tanner Sandlin
Tanner Sandlin

Insurance Consultant

Contact

    Southlake, TX

    1560 E Southlake Blvd.
    Suite 100
    Southlake, TX 76092

    Directions

    Dallas, TX

    2911 Turtle Creek
    Suite 300
    Dallas, TX 75219

    Directions

    2461088/DOFU 03-2019