Financial Planning

Financial planning is a highly personal process that we take very serious. No two people have the exact same goals and objectives. At Resource Asset Management we will create a financial roadmap to accomplish your individual goals and objectives.

College Planning

The cost of funding our children's education continue to soar, in many cases the cost of a college education has surpassed the cost of a new home. We will create a college saving plan that works for you and addresses the specific target dates of when your child begins college.

Trust Accounts

Our firm offers a number of different trust account depending upon ones needs and specific circumstances. Your trust assets will be held at Fidelity Trust Bank, one of the largest trust banks in the world.

Retirement Planning

The most important person in the retirement equation is you. We will create a retirement plan that will seek to provide you with financial freedom during your retirement years.

Estate Planning

Our estate planning addresses the need to keep your assets intact and the minimization of taxes.

Financial Check List

Things to consider on your financial journey

  1. Establish Relationship at Bank
  2. Check your Credit Scores
  3. Check Your 401k
  4. Check Your Insurance Policy