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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
To choose a plan, it’s important to ask yourself four key questions.
Tips on insuring your teen driver.
Here are five facts about Social Security that are important to keep in mind.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Apps that help small business owners better manage and grow their business.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How do the markets usually react to elections? Was the 2016 election any different?
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.
For women, retirement strategy is a long race. It’s helpful to know the route.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.