You are trying to do the best for your family. Yet, life can be full of twists and turns. For most, effective management is less about home-run rates of return and other financial jargon. More often the questions are "how do we keep more of what we earn?" and "how can we be more efficient with our resources so that we can do the things that we desire for our family today and in the future?"
We call this the Flywheel Effect. Our proprietary program of managing and coordinating all aspects of finances in every life-stage can make a big difference for you. A key tenet of the RPG Flywheel Effect is that decisions made in non-investment areas of finance greatly impact the overall financial health of individuals and families.
We call this the Flywheel Effect. Our proprietary program of managing and coordinating all aspects of finances in every life-stage can make a big difference for you. A key tenet of the RPG Flywheel Effect is that decisions made in non-investment areas of finance greatly impact the overall financial health of individuals and families.
Services
Founded in 1991, Resource Planning Group, Ltd. provides wealth management and financial planning solutions. We serve families, entrepreneurs and executives through all stages of life: mid-career, late-career, and retirement. RPG is one of the largest NAPFA (National Association of Personal Financial Advisors) firms in Atlanta.
At Resource Planning Group, your financial goals are our highest priority. As the world of financial planning becomes increasingly complex, and your needs change throughout your life, we're a trusted partner to achieve your goals.
Managing your own financial future can be difficult but having a Certified Financial Planner practitioner in Georgia to help you navigate the process ensures that you can live the life you want today while still preparing for your future.We empower you at every step of our process with education and tools to simplify concepts and help you make confident decisions.
Managing your own financial future can be difficult but having a Certified Financial Planner practitioner in Georgia to help you navigate the process ensures that you can live the life you want today while still preparing for your future.We empower you at every step of our process with education and tools to simplify concepts and help you make confident decisions.
What do you want from financial planning and management? Most likely, you're thinking about your family's future, security and quality of life. While you could try to "do it yourself" or enter the maze of a big financial institution, RPG offers a better alternative. Yes, we have all the services and financial competence that you should expect.
This country provides an abundance of opportunity to achieve financial success for those who are willing to work hard and lead a responsible life. These are my clients. My passion is to help them understand their accomplishments and what it means to their families. Together, we travel a journey from uncertainty to confidence.
While RPG's advisors are helping our clients, you'll find me busy in other areas of managing the firm. As co-founder and Principal, I know RPG.our clients, our friends of the firm and our culture well. I provide counsel in marketing, business planning, event planning and human resource development, while assisting in our business's financial administration.
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