Five Star Financial Resources

Investment Planning That Works Welcome to our Investment “Watch Dog Service”. We are committed to reviewing your investments and designing a personalized portfolio appropriate to your needs. We take time to listen and ask the right questions. Each person, family or business has their own unique set of needs and circumstances. We provide common sense solutions to complex problems. Insuring What Matters Most You can be assured that you and your loved ones are protected from whatever life has to throw at you. Determining the proper amount of insurance coverage is often part science and part art and our experienced advisors can help you with that process. We Cover All Your Financial Bases As your financial planner we focus on your overall financial plan. We often coordinate the activities of other professionals who have expertise in specific areas. How We Work At the center of our process is our dedication to put you first. At Five Star Financial we make the decision making process easy for you by walking you through our no obligation approach. Based on our years of experience we understand three things about our clients: They live in a time starved environment, they are overwhelmed with information and they desire excellent personal service. Our five step process is designed to address these three major concerns. The Five Star Process Meet & Greet We want lifelong relationships. Our first meeting is simply to determine if you would like to work with us and we would like to work with you. Questions & Answers Finding out what’s important to you through our data gathering process. Analysis Our team of professionals will develop a strategic game plan to meet your specific goals and needs. Recommendations Discuss game plan and set your financial course. Measure We will monitor your progress for your generation and the next.

Address: 25 N Lake Street, Suite 310, Forest Lake, MN 55025, USA

Phone: +1 651 464 1198
FAX: +1 651 464 1250