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Financial Advisors
| Guardian Life Insurance Company of America | Referred By: Brent Jensen, House Staff
Number of Referrals: 1
Expires: 02/24/2011 |
Address: 8010 Excelsior Dr., Suite 200, Madison, WI 53717
| 608-828-9800 ext. 262
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Joseph Onopa | Referred By: Brent Jensen, House Staff
Number of Referrals: 1 |
Phone:608-828-9800 ext. 262, Email:Joseph_Onopa@glic.com
"He has helped me set up life/disability insurance and retirement accounts. He has even helped me implement an online account were I can manage my funds. It has been a pleasure working with him and will continue to work with him when graduate from residency," says House Staff member Brent Jansen.
As a Financial Advisor, I help my clients accumulate and protect wealth throughout their lifetime. I specialize in the area of Disability Protection for Residents/Doctors, and will provide you with information regarding the major features of a policy so you can make an educated decision on your own. Please contact me so I may have an opportunity to introduce myself and discuss with you how a D.I. policy can help protect your income.
| Hanser Consulting | Referred By: Simon Oh, House Staff
Number of Referrals: 15
Expires: 11/01/2011 |
Address: 5305 Comanche Way (Eastside)
| (608) 242-8819
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Tom Hanser |
Number of Referrals: 14 |
Phone:(608) 242-8819, Email:tomhanser@yahoo.com
Consults and consolidates student loans at no charge. He also prepares tax returns for a reasonable fee. Will meet with you at any location and at any time convenient to you.
According to one of the many residents who has recommended him, Tom provides "exceptional financial advice" and is "very prompt and knowledgeable."
"Excellent student loan consultant, who specializes in resident physicians' consolidation and strategic planning. Very flexible and willing to work around busy resident schedules"
| North Star Resource Group |
Number of Referrals: 31 |
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Brian Hensen, CFP | Referred By: Joanna Marks, House Staff Spouse
Number of Referrals: 29 |
Phone:(608) 271-3669 ext. 217, Email:brian.hensen@northstarfinancial.com
Specializes in comprehensive financial planning. Offers complimentary consultations. Recommended by several residents. Has been named to "Medical Economics" list of 150 best financial advisors for doctors.
Brian is highly recommended by many House Staff. According to one resident, "He meets with residents for free and helps you organize your life re: finances, insurance, disability, etc. We like him so much, we plan on staying with him as our financial advisor even when we move back home!"
Another resident states, "We go to Brian Hensen/Northstar for financial planning and he's great. Brian is extremely knowledgeable, trustworthy, and responsive. I recommend him highly."
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Josh Evenson, CFP | Referred By: Karen Reed, House Staff
Number of Referrals: 2
Expires: 03/23/2010 |
Phone:(608) 271-3669 ext. 212, Email:josh.evenson@northstarfinancial.com
Specializes in comprehensive financial planning for residents, specifically Roth IRAs, mutual funds, life/disability insurance and creating long term financial plans. Offers complimentary consultations.
| Physician Wealth Strategies, LLC |
Number of Referrals: 3 |
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Eric A. Heiting CFP®, ChFC, CLU, LUTCF | Referred By: Jackie Van Dyke, House Staff Spouse
Number of Referrals: 3
Expires: 05/01/2013 |
999 Fourier Drive, Suite 300 (Westside)
Website: http://www.PhysicianWealthStrategies.com
Phone:(608) 827-2110, Cell:(608) 215-5146, Email:eheiting@physicianwealthstrategies.com
Specializes in working with physicians throughout the state of Wisconsin as well as the U.S. with regards to life insurance, financial planning and asset management. According to the person who recommended him, "Eric is a pleasure to work with and very professional."
"Physician Wealth Strategies, LLC is committed to helping physicians achieve their financial goals.
Put simply, Eric can help you design a plan of action that evolves with you and results in a well-coordinated series of recommendations that can easily be implemented. He would like to assist you in meeting some of your other financial objectives by introducing you to a wide range of financial services that he can offer. Currently, his firm has over 75 physicians as clients."
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