• Making a difference in the lives of the people we touch.

  • We help erase the unknown so you can realize your financial goals through proven strategies.

  • Real-world, practical planning tailored to you.

  • We don’t just offer advice. We craft a comprehensive path to a successful financial future.

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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.

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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.

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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.

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©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