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 rela...

The Stawick CPA group provides outstanding service to our clients. We recognize that each client is unique, with their own management style, corporate culture and industry focus. Therefore we analyze each client's individual needs and help them design a strategy for growth and improved profit based upon their special characteritics. Accounting involves numbers but it is the client and helping client's needs that makes this work enjoyable. During the covid crisis, the Stawick CPA Group was instrumental in obtaining more than $750,000 in loans to help our client's survive in today's uncertain times....

Ryan has nearly 25 years of experience in the investment field and focuses on developing close working relationships with his clients to help them attain their financial goals. He seeks a comprehensive understanding of client return objectives, risk tolerances, liquidity needs, investment time horizons, tax profiles, retirement goals and estate planning needs. Ryan stands apart from the industry in that he emphasizes performance and fees as important topics for his clients consider....

Over the years, we noticed that even the smartest people make small mistakes and miss opportunities in their personal finances. Whether it was because these families lacked the time to manage their finances or because their finances weren’t well-coordinated, these mistakes ultimately cost them time, money, and stress. To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals. This not only requires the coordinatio...