Our Firm


At Resource Financial Planning, Inc. we believe education is a key component to helping you understand the world of investments, markets and economic fundamentals. We have been conducting financial classes since 1977 at colleges, corporations, non-profit groups and for the general public.

While we are a local independent company, our associates are affiliated with Royal Alliance Associates, Inc. one of the country's largest independent registered broker-dealers. Member FINRA/SIPC.