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.
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The Resource Advantage “Getting Acquainted Package” |