Resource Planning

Resource Planning Group serves the needs of professionals, business owners, and entrepreneurs who are disciplined and looking to simplify their financial lives. Our process involves working with clients to establish and implement a financial plan that then can be used to help make informed decisions on a range of issues including tax and estate planning, insurance evaluation, and portfolio construction. We employ a disciplined investment management process that seeks to exploit behavioral anomalies and capture market rewards from various sources while also minimizing the risk of extreme negative outcomes.