Resource Financial Group offers a variety of services to help you pursue your financial goals, including:
Design your “Personal Financial Blueprint” – a customized financial plan and implementation strategy. We create and manage custom investment portfolios designed to fit your needs and goals.
Periodic “Wealth Plan Review” reports provide a review and update of your current status.
Regular Monte Carlo simulations and analysis – a method for evaluating various factors that impact an investment portfolio to determine the probability of success for your wealth plan and "Life-Long Income".
Regular meetings to review your investment performance, update your overall financial objectives and reallocate your portfolio as necessary.
Implement our ongoing Strategic Portfolio Management Process. This four-part process includes:
Gap Analysis - Sometimes lost opportunities in self-planning are created by a lack of industry-specific knowledge. Do you know where your gaps are?
Asset Allocation - Not all funds are created equal. This part of the process allows us to understand your timeline and tailor the strategic planning process to you and your needs.
Rebalancing and Reporting Progress - This continual monitoring of your investments ensures they are performing as expected.