Our Second Opinion Service
A complimentary personalized analysis of your current situation will determine if you are on track to meet your financial goals.Learn More
Our Wealth Management Process
We help families make smart financial decisions using a time-tested wealth management process.Learn More
Our Team of Professionals
An experienced wealth management team stands ready to help simplify your life by addressing your financial needs.Learn More
Proactively Helping you make prudent decisions with your money
Resource Financial Group helps you make prudent decisions with your money by providing advice, direction and support tailored to your individual life circumstances. It is important for our clients to be able to relax and focus on the other important areas of their lives, knowing that they are not alone in working to achieve and maintain financial independence.
Using our comprehensive suite of wealth management services and our Strategic Life Process approach to help you reach your goals, we take the emotional aspect out of money management. Our aim is to help you worry less and remain financially secure throughout your retirement.
Resource Financial Group is a Wealth Management firm located in Wilmette, Illinois. RFG serves clients throughout Chicago and the United States, providing expert financial planning advice. RFG was founded on traditional values; hard work, loyalty, uncompromising quality, and personal service.Contact Us
How Does Your Credit Score Compare?
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Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The item most homeowners forget on their home improvement project checklist is insurance.
A letter of instruction provides additional and more personal information regarding your estate.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.
Why are 401(k) plans, annuities, and IRAs so popular?