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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
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
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here's a breakdown of how the federal government spends your tax money.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This worksheet can help you estimate the costs of a four-year college program.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When do you need a will? The answer is easy: right now.
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.