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
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
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Term insurance is the simplest form of life insurance. Here's how it works.
It sounds simple, but paying yourself first can really pay off.
There are things about Social Security that might surprise you.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What is your plan for health care during retirement?
Recent changes in estate tax laws could affect the strategy you have in place.
Are you ready for retirement? Here are five words you should consider.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.