Broker Check

Resource Financial Group LTD. - Wilmette, IL

Call Us: (847) 256-7495

 
Our Team Approach Professional Management A Custom Plan Designed for You Help You Define and Clarify Your Goals

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

Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

View all videos arrow