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At Resource Financial Planning we utilize our unique combination of skills as financial advisers, risk management specialists, and investment professionals to bring perspective and clarity to your personal financial landscape.Being independent financial professionals allows each of us the freedom to provide diverse guidance and insight.
At Resource Financial Planning we utilize our unique combination of skills as financial advisers, risk management specialists, and investment professionals to bring perspective and clarity to your personal financial landscape.Being independent financial professionals allows each of us the freedom to provide diverse guidance and insight.
Services
Resource Financial Planning Corporation was founded in 1992 with the belief that in order to provide exceptional financial services, we had to be free from the influences present at so many insurance companies and traditional Wall Street firms.
We set out to create an environment where our customers may find honest opinions from credible financial professionals who understand their concerns, dreams, and goals and who offer appropriate financial solutions.Our search led us to Commonwealth Financial Network(R), an independent broker/dealer that provides us with a wide selection of products and high-quality services to help us address our clients' needs.
We set out to create an environment where our customers may find honest opinions from credible financial professionals who understand their concerns, dreams, and goals and who offer appropriate financial solutions.Our search led us to Commonwealth Financial Network(R), an independent broker/dealer that provides us with a wide selection of products and high-quality services to help us address our clients' needs.
Resource Financial Planning is an independent financial services, asset management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We are dedicated to providing high-quality service with objectivity and professionalism.
As president and founder of Resource Financial Planning, Don is a CERTIFIED FINANCIAL PLANNER practitioner, an Accredited Investment Fiduciary(R), and an Investment Adviser Representative of both Resource Financial Planning and Commonwealth Financial Network(R). Don has more than 25 years of experience working with high-net-worth individuals on issues of wealth accumulation, estate preservation, and risk management.
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Most clients will use the Investor360°(R) button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
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