Financial Resources Group, LLC is a registered investment advisor. Which means that we have a fiduciary responsibility of placing our clients' first and a duty to preserve good faith and trust, both legally and ethically. Full transparency is the cornerstone of our client relationships and our financial review process.
Life happens and things change. Our "Portfolio to Plan Process" aligns your retirement assets with your financial plan. Regularly scheduled meetings allow for course corrections to identify changed goals and objectives. At Financial Resources Group, LLC we focus on listening to the needs of our clients to develop long-lasting and meaningful relationships.
Life happens and things change. Our "Portfolio to Plan Process" aligns your retirement assets with your financial plan. Regularly scheduled meetings allow for course corrections to identify changed goals and objectives. At Financial Resources Group, LLC we focus on listening to the needs of our clients to develop long-lasting and meaningful relationships.
Services
Richard R. Rake, CLU, CFP has been in the financial services profession since 1975. He has earned his CHARTERED LIFE UNDERWRITER designation and is also a CERTIFIED FINANCIAL PLANNER practioner. He is an Investment Advisory Representative and Chief Compliance Officer of Financial Resources Group, LLC, a registered investment advisor.
As Advisory Representatives of Financial Resources Group, LLC we have prepared a listing, below, of the components that are included in the development of a financial plan. Retirement Planning requires evaluating income needs during retirement, which means budgets, projections and calculations as to cash flow, inflation, investment return, etc.
We are on the corner of Hebron Avenue and New London Turnpike, inside the Santander Bank building. Parking is located on New London Turnpike. From Hartford - Route 2 East to Exit 8, Hebron Avenue, right at the end of the exit onto Hebron Avenue, take 3rd exit in 2nd round-about onto New London Turnpike, right into 2nd driveway on right into the Santander Bank parking lot.
Sign up for our free webinar to learn how recent changes in the tax law can impact your retirement. How interest, dividends, and capital gains can impact your Social Security Taxes and Medicare Premiums. How the combination of Social Security income with other taxable income could result in you being subject to a marginal tax rate as high as 49.95 percent.
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