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Phone: 847-256-7495
Fax: 847-256-7497

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Our Process

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. When we manage your money, you get all this and more.

What Sets Us Apart:

A Successful Investment Track Record with a Personal Touch.

As a financial advisor, Resource Financial Group strives to reinforce the bond of trust we have with our clients. We consistently receive top service scores on client surveys, and our client retention rate attests to our superior results.

Our team is made up of a competent, caring group of people who thoroughly address your financial situation and your every concern in a more comprehensive manner than most other firms. Beyond our wealth management services, our firm receives the support and experience of qualified specialists, including Certified Public Accountants, estate planning attorneys and insurance professionals.

Please consider Resource Financial Group and experience the difference for yourself!