Helping to create, find and protect money for individuals, families and businesses since 1982.™
As a Senior Partner in the Madison, Wisconsin office of North Star Resource Group, Tom Haunty's practice is focused in two areas.
Fee-Based Personal Financial Planning
As a Certified Financial PlannerTM practitioner or CFP®, Chartered Financial Consultant (ChFC), and an Accredited Investment Fiduciary (AIF®) Tom helps individuals and families accumulate money by maximizing their investment return potential and minimizing their tax burdens*. He helps clients invest more through cash flow planning and helps protect their income and savings from unforeseen losses through personalized insurance selection.
Business Benefit Planning
As a Registered Employee Benefit Consultant (REBC) and a Registered Health Underwriter (RHU), Tom assists business owners in rewarding, recruiting and retaining key employees through the implementation of selective benefit programs. In addition to evaluating and guiding the selection of group 401(k) pension and insurance benefit programs, Tom provides comprehensive benefit communications to employees through employee-specialized seminars, workshops and individual meetings. Tom also seeks to coordinate the efforts of the business' tax and legal advisors to work together to help meet the business owner's overall financial goals.
Tom Haunty has authored and been quoted in numerous articles on personal and business financial strategies and is a frequent speaker on these topics. He published the book "Real Life Financial Planning for Young Lawyers." An Evans Scholar graduate of the University of Wisconsin-Madison School of Business, Tom is also a member of the Financial Planning Association; the Financial Counseling, Investment, Management and Employee Benefits Sections of the Society of Financial Services ProfessionalsTM; and is a Life and Qualifying Member of the Million Dollar Round Table, The Premier Association of Financial Professionals®. Moreover, he has also been a National Association of Insurance and Financial Advisors (NAIFA) Quality Award recipient every year since 1987.
Financial Services for Attorneys
Tom has also developed a practice sub-specialty providing financial services for attorneys, their law firms and their clients. He has authored and been quoted in numerous articles on attorney finances published in The ABA Journal, The Young Lawyer Magazine and other legal publications. He also serves as a volunteer financial advisor for the American Bar Endowment (ABE), a not-for-profit arm of the American Bar Association, supporting ABA Young Lawyers Division members and is an Associate member of the American Bar Association.
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. Tom is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1887282 / DOFU 09-2017
Thomas’s Support Team
Title: Associate Financial Advisor
Phone: 608.271.9100 ext. 206
Title: Practice Manager and Investment Coordinator
Phone: 608.271.9100 ext. 223
Title: Administrative Specialist
Phone: 608.271.9100 ext. 220
Title: Administrative Assistant
Phone: 608.271.9100 ext. 209
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.
Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | email@example.com
Vice President, Life Insurance and Long-Term Care
612.617.6109 | firstname.lastname@example.org
Vice President and Director of Investments
612.617.6116 | email@example.com
Vice President, Financial Planning Resource Center
612.617.6137 | firstname.lastname@example.org
Madison2945 Triverton Pike Drive, Suite 200
Madison, WI 53711