THE RESOURCE GROUP is a Registered Investment Advisor. Our investment professionals have more than twenty-six years of experience in the financial service industry and are fully licensed. Our professional team brings a unique blend of disciplines for all aspects of our client's and corporation's Financial, Estate Planning, and Fiduciary Needs.
We have the ability to provide services and resources for all assets regardless of their location. We take great pride in our personal relationships with our clients and their families with an emphasis of safety and security.
We have the ability to provide services and resources for all assets regardless of their location. We take great pride in our personal relationships with our clients and their families with an emphasis of safety and security.
Services
As a Private Fiduciary, we have the ability and flexibility to personalize our trust services and be capable of handling the most complex assets and issues. We offer very unique services for Trustees, and other fiduciary responsibilities. As part of the State of California Registry for Trustees, Guardianships and Conservatorships, we provide and prepare court reporting and accountings for individuals, Trustees and Corporations alike.
We offer a variety of Fiduciary Services. Policies and procedures are designed so that your assets remain secure, the requirements of each trust agreement are satisfied and the interests of trust beneficiaries are ensured. A professional fiduciary is generally defined as a non-family member who acts as a conservator, trustee, guardian or other agent designation for more than one relationship.
The Resource Group money management services are designed to protect and increase your wealth by delivering the potential for significant after-tax returns, with an unprecedented level of personalized service and expertise. Through personal consultations with you, The Resource Group develops a personal profile of your individual investment needs and objectives, your time horizon and attitude toward investing.
We are experienced in Financial Audits, Reviews and Compilations to assist in Arbitration and Litigation of Investment Practices. We are a highly qualified firm that can present our expert opinion to support or oppose evidence submitted during any Litigation or Arbitration proceeding. We maintain the highest ethical standards in all documents that we prepare and provide to the Courts.
The Resource Group has a Certified Public Accountant on staff to handle all accounting needs for individuals, companies, organizations, and businesses. We work hard to assist individuals, companies, organizations, and businesses to keep accurate tax records. We also ensure that tax returns are complete, correct and filed on time with the appropriate agency.
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