As a Resource Consulting Group client, you have the right to:
  • Totally independent and completely objective financial advice
  • A fee-only compensation structure that eliminates conflicts of interest
  • An educational approach to the financial process…not a sales approach
  • An academic-based, time-tested investment strategy
  • Access to the experience and expertise of our entire senior professional team
  • Full disclosure of the total costs relating to your financial engagement
  • Regularly scheduled review meetings and performance reporting
  • A promise that we will always place you at the center of everything we do
We pledge to fulfill these rights and to serve you in a fiduciary capacity. We think you will find that few advisors can meet these commitments.
The Resource Advantage “Getting Acquainted Package”