Resource Planning Group
About
Resource Planning Group, LLC was founded in 2004 with the mission to faithfully serve our clients financial needs as they strive to be good stewards of their resources.
As independent advisors, we work exclusively for our clients and cherish the trust they have given to us as we help to grow and protect their wealth. Most of our clients have the ability and sophistication to manage their own wealth, but have entrusted us as a partner in their life journey.
Our firm is based on the principle that education and understanding are vital to making prudent decisions. We are a growing firm seeking clients who desire wise counsel and a long term relationship. If you have any questions about your current financial situation or wish to schedule an appointment, contact us by the emails on our associate pages or give us a call at (317) 428-4795
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
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Frequently asked questions
What is your typical process for working with a new customer?
Meet over phone or face to face initially just to get to know each other and confirm our persoanlities mesh, as well as understand the client's goals and objectives.
What education and/or training do you have that relates to your work?
For over 15 years, Keith has been in the financial services field monitoring financial markets for individuals and families while helping them manage risk and reach their financial objectives. He is committed to providing uniquely focused wealth management and investment solutions designed around each individual client's risk tolerance and personal goals.
Keith graduated with a degree in finance and did his own trading at an early age. He went on to manage personal and family IRA accounts as well as FOREX trading accounts involving global currency interactions and exchanges. His experience and success in those areas taught him the importance of capital preservation and careful management of individual risk. Keith currently holds both his Series 7 and Series 66 licenses and is a Registered Investment Advisor Representative.
In addition to finance, Keith also spent 10 years in the insurance industry managing $20+ million dollar territories and was involved in all aspects of risk management, marketing and individual customer service. This role comprised of several states in the Midwest and East coast where he launched new territory expansions, as well as enjoyed honored company achievements as the #1 revenue-generating Sales Manager. Most recently, Keith was the Assistant Vice President of Private Lending at the #1 lender in Indiana and helped that bank grow to over $100 million in Indiana alone.
Keith and his wife Annette were married in Hilton Head, South Carolina and currently live in Carmel, Indiana where they enjoy playing competitive tennis, hiking, exercising, and entertaining 14 niece and nephews. Keith is family oriented and has enjoyed coaching baseball, basketball and tennis at all levels.
Lastly, Keith is a hard worker and puts his client's needs first. He enjoys people and is a good listener and communicator in both business and personal relationships. Keith believes in spiritual leadership and strives to be known as an insightful and diligent advisor.
Email Keith at [email protected]
What types of customers have you worked with?
Working, pre-retired and retired cleints
What advice would you give a customer looking to hire a pro in your area of expertise?
Ask if they are a fiduciary?
Do they do more than investments?
For exmaple, tax strategy, budgeting, Estate planing (Wills/Trusts), Long Term Care insurance, etc
What makes their investment strategy unique?
What questions should customers think through before talking to pros about their needs?
Ask if they are a fiduciary?
Do they do more than investments?
For exmaple, tax strategy, budgeting, Estate planing (Wills/Trusts), Long Term Care insurance, etc
What makes their investment strategy unique?