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Financial Planning

Physicians

Dentists

 

Education

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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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.


Helpful Content

Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

 

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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