North Star Resource Group
Financial Planning and Wealth Management
Stephanie Tsang, CFP®, CPA®, CEPA, ChFC®, CDFA® – Financial Advisor
Phoenix-Based – Operating Nationally
480-712-7056
stephanie.tsang@northstarfinancial.com
6720 N Scottsdale Road, Suite 290, Scottsdale, AZ 85253.
McKenna Stephens, CFP®, CLTC, AIF®, CDFA® – Financial Advisor
Phoenix-Based – Operating Nationally
480-712-7285
McKenna.Stephens@northstarfinancial.com
6720 N Scottsdale Road, Suite 290, Scottsdale, AZ 85253.
Investment advisor representative of Cetera Investment Advisors, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
About North Star Resource Group
North Star Resource Group offers comprehensive fiduciary financial planning and wealth management to professionals, business owners and high net worth clients. This client-centric and integrity driven firm works with clients in Arizona and all across the country. Stephanie and McKenna have years of expertise and specialized training that allow them to help clients grasp financial complexities clearly and confidently.
Their approach is based on a value system of expertise, authenticity, and empowerment for their clients, helping them find stability, growth and achieve long-term success.
Core Services
Business Planning
Qualified Retirement Planning & Benefits
Analysis and design of benefits strategies for the practice that align owner goals with employee expectations. (Qualified Plans, Cash Balance Plans, Non-Qualified Deferred Compensation as well as health and other ancillary benefits)
Key Person & Exit Planning Strategies
Helping to retain and reward key employees. Determining if the practice and personal goals are in alignment and plan for an efficient exit strategy.
Personal Financial Planning
Cash Flow & Debt Management
Make a financial plan that balances your lifestyle goals and debt management.
Risk Protection Strategies
Safeguard your income and assets. Create your own insurance and protection plans.
Investment Planning with Tax Advantaged Strategies
Create an investment plan that allows you to reach your goals while being sensitive to tax ramifications today and in the future.
Estate Planning / Wealth Transfer
Creation of a plan to protect your wealth and create a legacy for your loved ones.
Why Work with North Star?
Ready to gain financial clarity and confidence?
Contact Stephanie & McKenna to learn how North Star Resource Group can help you achieve your goals.
Contact Stephanie & McKenna
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