Based in Cincinnati, OH, Alex Shirk is a Financial Advisor with North Star Resource Group’s Medical Division. Within his independent financial practice, Alex works primarily with specialty physicians and dentists. He focuses on providing a comprehensive financial service experience to his clients while helping them to grow and protect their wealth.
Working with medical professionals was an intentional choice by Alex as he believes many of them share the same values as him: family-oriented, goal-centered, honesty, and compassion. His main priority is to help his clients make wise financial decisions and to help them work towards achieving financial security. In order to accomplish this, Alex believes that transparent communication between both parties is a crucial element.
Alex spends the majority of his time working with young physicians as they settle into practice and often times settled into life. He has found that by working with physicians in the beginning stages of their careers, he can help them to form the appropriate savings habits necessary to efficiently pursue their financial goals, and ultimately make a greater impact overall in their lives.
Some of the financial services that Alex can provide include:
• Asset Protection Strategies*
• College Funding Options*
• Physician Specific Disability Insurance
• Debt Management (student loans, personal loans, credit cards)
• Life Insurance Strategies
• Wealth Management
• Retirement Programs (Solo 401k, SEP, 410k, 403b, Roth IRA)
• Tax Deferred Investment Strategies*
• Financial Considerations When Exiting a Practice
• FINRA Series 7 and 66 registered
• Life, Accident & Health Insurance Licensed
• Variable Life and Annuity Insurance Licensed
• Bachelor of Science degree from The Ohio State University
Alex was born and raised in Cincinnati, OH. In his free time, he enjoys working out, golfing, and playing guitar.
Alex is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 1849332/DOFU 7/2017
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.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
312 Walnut Street, 16th Floor
Cincinnati, OH 45202