Business Owner Services
Help structuring your business to maximize wealth and minimize taxes.Learn More
For Our Prospective Clients
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
Proactively 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 personalized financial planning advice.Contact Us
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Term insurance is the simplest form of life insurance. Here's how it works.
Four vacation destinations you might never have thought of.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This worksheet can help you estimate the costs of a four-year college program.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Currency has been around for a long time. Here’s a quick history lesson.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.