Thank you for taking the time to consider working with Resource Consulting Group (RCG). As a fee-only financial planning and investment advisory firm, we sell no products. We serve you solely in a fiduciary capacity, which means that we always put your interests first. No hidden fees. No fine print. Just straight talk and a streamlined, uncomplicated plan to help you achieve your financial goals and maintain financial independence.
Below you will find links to information about RCG:
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The Resource Advantage
"Getting Acquainted Package" - Company fact sheet
- A summary of our investment strategy and philosophy
- Bios and achievements
- Client Bill of Rights
- A White Paper we authored: The Case for Passive Portfolio Management
- Fee schedule
- Information about Zero Alpha Group, a global network of independent wealth management firms.
If you are interested in pursuing your financial goals from an educational approach rather than a sales approach, it would be a privilege to serve you. Please contact Donna Bowman at 407-992-6899 to schedule an initial meeting to discuss your individual needs.
Sincerely,
Michael H. Davis
Founder and CEO
