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.
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Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Probate can be a completely public process, or it can be managed to include as little information as possible.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This article may help you maximize the benefits of your donation for your chosen charity.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn about cyber liability insurance in this entertaining video.
What are your options for investing in emerging markets?
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A special needs trust helps care for a special needs child when you’re gone.
Learn how to harness the power of compound interest for your investments.