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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 have been teaching financial planning courses at local area colleges and businesses since 1977.

Customized Planning

Some firms train advisors to record a client's financial data and present a generic financial plan as big as a phone book.  We treat our clients as the individuals they are, realizing that no two families have identical goals and needs, and that no one really fits a standard mold. Our interactive planning and ongoing advice is "real world" and personal, and we give you the assistance you need to implement it.