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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Do you have an estate strategy? You should.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What role would taxes play in your investment decisions?
Information vs. instinct. Are your choices based on evidence of emotion?
Important items to consider when purchasing condo insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn about cyber liability insurance in this entertaining video.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you found yourself suddenly single? Here are 3 steps to take right now.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you have causes that you want to support with donations?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.