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Resource Wealth Management, LLC

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Resource Wealth Management, LLC

Overview:

Resource Wealth Management, LLC is a fee-only financial planning service. As such we offer a wide range of financial and investment advisory services. We provide a comprehensive review of every client's financial position and offer guidance to help them achieve their financial goals. We have found that as we are engaged with our clients in their financial planning, financial misunderstanding is often encountered. We work very hard to remove all confusion from the process. The objective we endeavor to accomplish is to understand where you want to be in the next 10, 20 or 30+ years. By creating a financial roadmap through an individually designed plan, we are able to guide you through the maze of obstacles to accomplishing your goals. By following these pathways, we are able to help clients from all walks of life. As members of Kingdom Advisors we offer a biblical perspective to the planning process.

Among the services we offer is a review of all insurance, annuities, mutual funds, limited partnerships, asset management and investment advisory platforms. This process is done with the intent to better understand the client's needs. Assets referred to us are managed through our associations with specialty groups who specialize in asset portfolio management. We also offer employer services in employee benefit planning, including 401k, Profit Sharing, Executive Conpensation Plans and Defined Contribution planning. Our services are utilized by a wide range of clients including those from middle income to wealthy individuals, and by business owners and their staff. Through our associates we are able to help satisfy a broad scope of financial needs. We believe that tax planning, retirement planning, estate conservation and asset protection are of paramount importance. We find these issues are top priorities for our clientele and are not limited byage or income. Because we are fee-only we have no conflict of interest in our recommendations due to any sales efforts. You will find us to be a "breath of fresh air" when it comes to the financial side. You will never be pressured to make decisions to satisfy any sales goals.

Because many people regard financial planning as complex and confusing, they often miss out on the potentially rewarding financial opportunities. People tend to take unnecessary risks and fail to adequately protect their assets by overlooking the exposure of everyday life, such as living longer,dying too soon or becoming disabled.

At Resource Wealth Management, LLC, can help by providing the experience to assess risks and exposures. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By educating our clients through regular communication and reviews we provide you with the information you need to pursue your financial objectives. We strive to establish long and trusted relationships with our clients.

Toll Free: +1 888 816 9909

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