Our Philosophy

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One of the services Andy and Ben offer is the preparation of fee-based financial plans. They use the plan to help guide their work and will need to make ongoing adjustments to reflect changes in your situation like the following:

  • Your personal goals,
  • The economic assumptions,
  • The legal environment,
  • The tax environment or
  • Available products.

During periods of significant change the plan may be reviewed more often to consider adjustments.

Depending on your needs, other advisors may be invited to the table. These advisors may include your attorney (wills and estate plan), your tax preparer (taxes), Securian’s advanced planning group (complex planning issues) or other professionals as the situation requires. We are happy to work with your existing team or introduce you to professionals who could meet your needs.

They are always willing to spend some time with you to explore your situation. Andy and Ben say, “We love first dates.” We really enjoy the process of getting to know new people and exploring ways to improve their situation. You may learn that you are making good progress, that the team can help you reach your goals or that another resource may be better able to help you. However it turns out, the team views it as a win.

Andy Tate works with Ben Setterlund as a team for most clients. In addition to their partnership working with clients, each is a partner in North Star Resource Group. Andy and Ben specialize in retirement accumulation and distribution strategies. Both also help clients manage cash flow and investments and protect their assets.

Scot Bolland helps keep Andy organized and on task.

More about Andy Tate
More about Ben Setterlund
More about Scot Bolland

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Any outside professionals (such as CPAs or attorneys) introduced by Andy are not affiliated or endorsed by Securian Financial Services, Inc., CRI Securities, LLC, or North Star Resource Group.