About

Resource Planning Group serves professionals, families, and entrepreneurs who are disciplined and looking to simplify their financial lives.  We seek to help them make the best possible financial decisions.  Our process involves working with clients to establish and implement a financial plan that then can be used to help make informed decisions on a range of issues including tax and estate planning, insurance evaluation, and portfolio construction.  We employ a disciplined investment management process that seeks to exploit behavioral anomalies and capture market rewards from various sources while also minimizing the risk of extreme negative outcomes.