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Home > Financial Planner Directory > Wisconsin > Madison > Thomas A. Haunty, CFP®, REBC,RHU,CHFC
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Thomas A. Haunty, CFP®, REBC,RHU,CHFC

North Star Resource Group

2945 Triverton Pike Dr
Suite 200
Madison, WI 53711
Phone: (608) 271-9100
Fax: (608) 271-3564

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Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.