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
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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This calculator compares the financial impact of leasing versus buying an automobile.
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A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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Around the country, attitudes about retirement are shifting.