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COVID-19 UPDATE: We are committed to serving you during these uncertain times. Our staff is available via phone, email and virtual meetings during normal business hours. If you have any questions, please reach out to your RCG advisor or call 407‑422‑0252.

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 believe you will find that few advisors can meet these commitments.

A “fiduciary” is defined as one often in a position of authority who obligates himself or herself to act on behalf of another and assumes a duty to act in good faith and care, candor, and loyalty in fulfilling its obligations.