Professional Partnerships

 

Cambridge --- Cambridge Investment Research is an independent broker-dealer and registered investment advisor that serves investment advisors by assisting with compliance, business solutions, due diligence, technology, marketing, and more. They serve us by helping us organize and execute our operations. As an independent broker-dealer, Cambridge is dedicated to its 4 core values: integrity, commitment, flexibility, and kindness.

National Financial Services/Pershing --- National Financial Services & Pershing are third party financial custodians. NFS is a subsidiary of Fidelity Investments and Pershing is a subsidiary of BNY Mellon. As custodians they provide services including, but not limited processing, safe keeping, segregation, and reporting of client assets. They allow advisors to keep better track of our client investment portfolios and provide the tools needed to manage assets effectively.

Ascensus --- If you are involved with a retirement plan that Resource Planning Group manages, you may have heard of Ascensus, but you may not know who they are or what they do. Ascensus has more than 30 years of experience in partnering financial professionals to offer services related to retirement plans. Ascensus assists Resource Planning Group with the retirement plan administration and compliance testing needed to provide quality service to organizations and their plan participants.

CFP Board --- Unfortunately there are financial advisors that are not looking out for their client's best interests. Thankfully, the CFP board, a nonprofit organization, is dedicated to protecting the investor. Its mission is to benefit the public by granting the Certified Financial Planning certification to advisors who have demonstrated a standard of excellence through education, examination, ethics and other requirements. A CFP professional has demonstrated competency in each of the 6 steps of the financial planning process as defined by the CFP Board. This process includes: establishing and defining the relationship with the client, gathering client data, analyzing and evaluation the client's financial status, developing and presenting financial planning recommendations, implementing the financial planning recommendations, and monitoring the plan. A CFP is  The CFP certification marks give the public a way to identify advisors who have agreed to be held to higher standards and to act in their client's best interests as fiduciaries

FPA --- The FPA is the principle professional organization for CFP professionals, but is open to other professions such as attorneys, CPAs, educators, and other financial professionals. The advisors at Resource Planning Group benefit from the education the FPA provides on current events and prevalent topics. The FPA meetings also offer opportunities to network with other advisors and discuss case studies and strategies.

National Christian Foundation ---