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 over twenty-five years of combined experience we have specifically addressing the needs of medical and dental professionals.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Military families face unique challenges, making personal finance even more critical.
Second marriages are a trigger event to revisit any existing estate strategies.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Five phases to changing unhealthy behaviors.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
If you died, what would happen to your email archives, social profiles and online accounts?
The market is as unpredictable as the weather. We’d love to help you prepare.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How will you weather the ups and downs of the business cycle?