Welcome to Resource Planning Group

Welcome to the Resource Planning Group website, where you'll find a wealth of information in the form of newsletter articles, educational videos, calculators, research reports and more.

We hope your visit will help you understand the financial opportunities and potential rewards that are available when you become financially proactive.  We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation & transfer. Most important, we hope you see the value of hiring skilled professionals to help you achieve your financial goals.

Our company is based on the principle that education and understanding are vital to making prudent decisions and designed this site to give you fast, easy access to information we think you will need to enhance your life.  We hope you take advantage of this resource and visit us often. We would be honored to have you add our site to your list of "favorites"  and refer us to your friends and colleagues. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

As independent advisors, we work exclusively for our clients and cherish the trust they give us as we grow and protect their wealth.  Most of our clients have the ability and sophistication to manage their own wealth, but have entrusted us as a partner in their life journey.