Planning is a process, not an event. Like diet and exercise, it takes strong habits to work toward a desired result.Learn More
Our Physician360 planning process meets the needs of physicians at every stage.Learn More
Our Dentist360 planning process meets the needs of dentists at every stage.Learn More
Our multi-media library of educational resources and past Advisory Resource Group events.Learn More
Meet Our Practice
Advisory Resource Group is a planning, advisory, and financial education firm that works with professionals at all stages of their careers. Our mission is to inspire and facilitate the life-long use of a financial plan. We believe that planning is a process, not an event. Like diet and exercise, it takes strong habits to work toward the desired results. We use innovative technology in real-time to provide the organization, direction, and confidence necessary to fulfill this mission. We welcome clients from every profession and, at the same time, are proud of the fact that we have been specifically addressing the needs of medical and dental professionals since 2004.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
For homeowners who think their property taxes are too high, there are ways to appeal.
When you’re married and have children, insurance needs will be different.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.