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.
Learn more about our Wealth Management and 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 (LTC) Planning
Transparent Fees - We Believe That Transparent Fees are Important & Here’s WhyYou work hard for your money and you should know how you’re spending it. At Resource Financial Group, we understand that and it is why we believe that offering great solutions, providing superior service, and communicating our fees are some of the most important things we can do for you. All fees will be fully disclosed in advance - no surprises. You may be surprised by the skills and services we offer though. Click here to see the full list of RFG Services you can expect.
Schedule a consultation today to see how we can help you plan for retirement and a "Life-Long income".