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Financial Resources Group
       
 
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Financial Resources Group
 
 
Overview: 

Financial Resources Group provides independent, financial planning advice to a select number of wealthy families. We believe that skilled, perceptive planning provides both comfortable retirements and larger legacies for following generations.

We have decades of experience in all types of financial markets from the benign to volatile.

Perhaps the greatest service we offer clients is providing them with more time – time to concentrate on their career or business, time to spend on their favored activities and/or charities and most important, time to spend with family. We believe the gift of time and the elimination of financial stress are achieved by performing the services outlined here.

Critical thinking, experience, savvy and street-smarts make a difference.

Our firm was originally established in 1939 in what was then the one-street town of Bellevue, WA. Over the years, the mission of our firm has evolved to that of providing independent wealth advisory services.

Financial Resources Group provides personalized and practical advice to affluent individuals. Our clientele consists primarily of corporate executives, business owners, comfortably retired people and inheritors of wealth.

Because we are independent, there is no sales pressure or conflict of interest. You can be assured investment decisions are based solely on meeting your financial objectives.

Regular client communication is one of the keys to our success. We partner with our clients and their children (and grandchildren) to construct strategies that help build and maintain the level of wealth necessary to achieve family goals. We recognize that family values and strong family relationships are a key element to the success of our advisory services.

We spend many hours with our clients crafting comprehensive, multigenerational Family Vision Statements, developing strategic and tactical plans, designing conservative, diversified investment portfolios and sophisticated estate plans.

Our executive services include advice on how to potentially increase the tax and financial benefits of executive compensation and retirement plans. Our comprehensive wealth advisory services allow our clients to focus their time and energy on their careers and families.
Toll Free:  +1 800 705 1135


 
 
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