Our Wealth Management Process
Resource Financial Group focuses on providing Wealth Management services, which include investment consulting, financial planning, and relationship management. For more details, please view the video below:
To receive your complimentary 2nd Opinion Review: Call 847-256-7495 or e-mail [email protected].
The Strategic Life Process
To help you reach your retirement goals, we have developed the Strategic Life Process. Using this step-by-step wealth and lifestyle optimization strategy, we design, implement and monitor a financial plan built around you. This exclusive approach to financial planning is designed to help you realize your personal and financial objectives so you can focus on the other important aspects of your life.
Our process begins with a thorough analysis of your current financial position in the context of your needs and goals. This allows us to create a customized plan that addresses your specific objectives. We then work to achieve efficient and tax-wise management of your assets. Finally, our ongoing counseling is structured to help you attain your goals, enrich your lifestyle and avoid unnecessary economic losses.
To ensure that we thoroughly address your concerns, our firm receives the support and experience of qualified specialists, including Certified Public Accountants, estate planning attorneys and insurance professionals.
We provide a variety of services to meet your financial expectations including:
- Investment Planning and Analysis
- Retirement Planning and IRA Distribution Analysis
- Family Wealth Planning
- Estate Planning
- Income Tax Planning and Reduction Strategies
- Long-Term Care Planning
Our trademark? We provide a personalized experience tailored to your every need, coupled with regular communication to keep you current on your own portfolio and current market issues. Finally, our advanced technology offers you one-stop access to all of your accounts and electronically stores your important documents in one safe location.
The Benefits to our Clients
The goal of our Strategic Life Process is to help you:
- Feel confident that you have a trusted, experienced professional on your side
- Determine clear financial goals and a plan to achieve them
- Find yourself in a better position to manage overall risk and grow your assets
- Minimize your income taxes using advanced planning strategies
- Identify and address potential roadblocks to financial prosperity and security
Your financial needs are our top priority. Therefore we will always remain committed to helping you attain your financial objectives and your vision of the future.