What Sets Us Apart

Objective Independence

Your Resource advisor is independent and not employed by a bank, insurance company, mutual fund or brokerage firm. We can research the wide array of financial options from many companies and advise you of those that fit your individual needs, thereby avoiding the conflict of interest inherent in many large national firms. This allows us to be objective and put your needs first and foremost.

Your Questions Answered

Will I be able to enjoy my retirement? Will my money last? How do I pay for my children's college education?


We believe in empowering our clients with knowledge about investments and successful money management. We are the founders of comprehensive financial education workshops with over 2 million attendees nationwide. We offer various financial education classes throughout the year, covering subjects for those new to saving and investing, working towards retirement or already enjoying retirement after a lifetime of hard work.