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Financial Strategies That Work Together

We provide a coordinated approach across estate planning, investments, taxes, and income so every part of your financial life supports the bigger picture.
Estate & Legacy Planning
Tax-Aware Income Planning
Investment Management
Tax Reduction Strategies
Financial Resources Group, LLC

Estate & Legacy Planning

Planning for the future isn’t just about wealth, it’s about clarity, control, and confidence. We help you structure your estate to reflect your wishes, minimize confusion, and make sure assets transfer as smoothly and efficiently as possible. Whether you’re just getting started or refining an existing plan, we work alongside attorneys to ensure your legacy is protected.

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Financial Resources Group, LLC

Tax-Aware Income Planning

How you draw income matters as much as how you invest it. Our tax-aware strategies help you structure retirement withdrawals, Social Security, and investment income to reduce your tax burden and keep more money working for you. It’s not just about how much you have, but how long it lasts.

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Financial Resources Group, LLC

Investment Management

Your investments should support your broader plan, not create more stress. We take a disciplined, risk-managed approach that aligns with your goals, time horizon, and need for income. Whether you’re looking for growth, protection, or sustainable income, we help you make informed decisions with ongoing oversight and clear communication.

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Financial Resources Group, LLC

Tax Reduction Strategies

Many high earners pay more in taxes than they need to. We help uncover overlooked opportunities to reduce exposure through income planning, long-term care programs, legal coordination, and advanced retirement strategies. The goal is simple: keep more of what you’ve earned.

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01
Income Planning
Income Planning strategies are designed to minimize taxes, reduce risk, and provide more income. Are you aware of the 12 different strategies that can be used to withdraw money from your IRA? We help you find which of the 12 strategies is the best fit for you to give you the most income with the least amount of risk and the lowest probability of running out of money.
02
​​Tax Planning
We can help you design a plan that can potentially lower your taxes using some of the above mentioned withdraw strategies. We also can model out how certain decisions may increase your tax bill unnecessarily. For example, taking a capital gain versus pulling money from your IRA or should you do a Roth Conversion? We have the expertise and the tools to help you make a fully educated decision since the wrong decision could be very costly. In addition, our investment management style is tax sensitive by design to minimize taxes on money you do not plan on spending in the near term.
03
Risk Management
Risk Management is implemented to help protect income, reduce emotional decisions and help conserve your assets. We strive to reduce volatility by blending multi asset globally diversified model portfolios with certain insurance products and other safe financial instruments. We also help you evaluate the need to have umbrella liability insurance, health care expenses, and design a plan that helps to prevent being caught off guard with sudden expenses such as long term care or the financial perils that can be caused by the premature death of a spouse or loved one.
04
Estate Planning
We do not practice law. However as true financial advisors and planners, it's our duty to help you grasp the importance of having a proper estate plan. Estate planning allows you to pass on your assets efficiently to your loved ones through the use of wills, trusts, charitable planning, and insurance, etc.​​​​

We are also very mindful of how you structure your beneficiaries for all types of accounts so they avoid probate or meet a special need so your inherited assets flow smoothly to the next generation. We offer a virtual law firm experience and if you are not sure about your needs, take the 2-minute quiz.

*A list of qualified estate planning attorneys is available to you upon request.
05
Education Funding
Education Funding can provide a tax favored methods to save for college for those clients who have children or grand -children.

Driving Growth Through Strategic Clarity

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Awards & Recognition

Celebrating Excellence

We’re proud to be recognized for our innovation and impact. Our awards reflect our commitment to quality, excellence, and the trust our clients place in us.

2024
Angies List
Super Service Award
2025
Innovative Leadership in Consulting

Innovation & Strategic Leadership

2024
Global Consulting Excellence

Management Consulting Firm of the Year

2023
Top Management Consultant

Management Consulting Firm of the Year

2022
Excellence in Client Service

Overall Consulting Excellence

2021
Business Transformation Partner

Business Strategy & Change Management

Testimonials

Why Our Clients Love to Work with Us!

Fortune 500 Professionals Trust Execor CPA
Daniel Foster
COO, Horizon Retail Group
Scaling our business felt overwhelming until we partnered with this team. They conducted a thorough market analysis, identified growth opportunities, and helped us expand into three new markets without disrupting our operations. Their structured, step-by-step approach made the entire process seamless, and their insights continue to shape our long-term success.
45%
Revenue Growth After Expansion
Maria Sanchez
CEO, TAX Com
We were struggling to streamline our operations and keep up with demand. Working with this team changed everything. They assessed our workflow, pinpointed bottlenecks, and implemented smart systems that saved us hours every week. Their strategic guidance didn’t just fix problems—it empowered our team to perform at a whole new level. We’re now more efficient, responsive, and ready to scale.
30%
Cost Reduction Through Process Optimization
John Wolfar
CEO, Credi Goo
Before we connected with them, our digital presence was inconsistent and lacked direction. Their team took the time to understand our brand, refined our messaging, and rolled out a cohesive strategy that elevated our online visibility. The results were almost immediate. Engagement grew, conversions followed, and we finally feel aligned with our audience.
3x
Faster Market Expansion with Our Growth Strategy
What Our Clients Say
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