Garrett Culwell Email & Phone Number

I am a financial advisor with North Star Consultants’ Medical Division, primarily based in Franklin, Tennessee. Alongside my dedicated team, we operate an independent financial practice focused on serving specialty physicians and dentists. Our goal is to provide a comprehensive financial planning experience that helps clients build and protect their wealth, easing the burden of the financial decisions that arise throughout their careers in medicine.I chose to work with medical professionals because they uphold values that resonate deeply with me: family-oriented, goal-centered, honesty, and selflessness. I prioritize helping my clients make informed financial choices, guiding them through life's financial challenges to achieve long-term financial independence. We work closely as our clients' "family CFO" or "personal trainer for financial planning," emphasizing accountability and transparent communication.I typically begin working with physicians early in their careers, often during residency or as they start practicing. By helping them establish strong savings habits early on, I can make a meaningful impact on their financial journey and help them pursue their long-term goals more effectively.I graduated from Baylor University with a degree in finance, where I also met my wife. Together, we have three young daughters, who keep us busy and fill our lives with joy.Some of the financial services that we can provide include: • Asset Protection Strategies*• College Funding Options*• Physician Specific Disability Insurance• Debt Management (student loans, personal loans, credit cards)• Life Insurance Strategies• Wealth Management• Retirement Programs (Solo 401k, SEP, 410k 403b, Roth IRA)• Tax Deferred Investment Strategies*• Financial Considerations When Exiting a PracticeGarrett graduated from Baylor University with a degree in finance and an emphasis in economics. Garrett is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.

Listed skills include Disability Insurance, Student Loan Repayment Strategies, College Savings Plans, Retirement Planning, and 4 others.

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  Financial Advisor

  North Star Resource Group

  Jan 2013 - Present - Franklin, Tennessee, United States

  "Changing Lives, Forever"Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 2701 University Ave SE, Minneapolis, MN 55414Franklin Office | 99 East Main Street, Suite 200 | Franklin, TN 37064.

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  Baylor University - Hankamer School Of Business

  Finance