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
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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.
It's important to understand how inflation is reported and how it can affect investments.
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.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: right now.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Making the most of surprises is a great reason to work with us.
Estate conservation is too important to put off. Do you have a smart exit strategy?