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.
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 Nicole Jeffries at 407-992-6886 to schedule an initial meeting to discuss your individual needs.
Sincerely,
Michael H. Davis
Founder and CEO
Helpful information:
- Company fact sheet
- A summary of our investment strategy and philosophy
- Bios and achievements
- Client Bill of Rights
- Fee schedule
- Information about Zero Alpha Group, a global network of independent wealth management firms.