How We Work

At the center of our process is our dedication to put you first.

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 Star 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.

©2023 Five Star Financial Resources
Insurance services offered through Five Star Financial Resources, which is not affiliated with SagePoint Financial Inc. or registered as a broker-dealer or investment advisor. Neither Five Star Financial Resources nor SagePoint Financial, 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 SagePoint Financial, 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