Tax, Legal, Mortgage

As a value added service, we have created an integrated resource network of professionals to help in the areas of tax, legal, and mortgage.

Five Star uses a team of professionals in these areas to create your comprehensive financial plan. We then coordinate with you and local professionals to implement your specific tax, legal, or mortgage needs. At Five Star, we have done our due diligence to find experts in each of these areas; however, we are also willing to work with your own preferred professionals. We will continue to work as an integrated team with you to measure and monitor your plan for years to come.

©2024 Five Star Financial Resources
Insurance services offered through Five Star Financial Resources, which is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or investment advisor. Neither Five Star Financial Resources nor Osaic Wealth, Inc. provide tax or legal advice. All other listed entities are unaffiliated. Doug Beck, Brad Beck, Mitch Rehbine, Derick Kelly, Tasha Coleman, John Sanken, Ken Maahs, Jake Linder, and Mark Linder are Investment Advisor Representatives offering investment advisory services through Osaic Wealth, Inc. a registered investment advisor. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, MA, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.Member FINRA / SIPC / FINRA's BrokerCheck