Financial & Estate Planning

For your peace of mind

Planning for Your Future

You’ve worked hard for your money. The Resource Center makes your money work for you! Our professionals will simplify the process to give you a thorough understanding of all your options. That way, you can be confident that your personalized financial plan will meet your current needs, accomplish your long-term goals, and protect you and those you love.

Wealth Accumulation

Man Checking Wealth Accumulation

A good wealth accumulation strategy begins with a thoughtful, in-depth discussion of many crucial factors — which include your current life stage, the amount of money you’re able to set aside, your personal and financial goals for you and your family, your tolerance for financial risk, and more. Once our financial planning experts have established a solid understanding of your situation, we’ll provide you with a comprehensive wealth accumulation plan that helps you grow your assets, achieve your objectives, and secure your family’s future.

Managed Assets

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The asset management process starts with a clear understanding of your needs, goals, risk tolerance, and other important factors. Based on that initial assessment, your financial advisor at The Resource Center will create a comprehensive investment strategy. We draw from a range of asset classes to put together a customized plan that makes sense for you. You’ll also get regular reports that detail the performance of your accounts, so that we can make adjustments as needed to keep you on the right track for meeting your financial needs and accomplishing your goals.

Tax Planning

Planning for Taxes

How do your current transactions and investments affect your tax bill? Given the complexity of the U.S. tax code, along with the nuances of state and local taxes, it can be challenging to decipher exactly what you owe and all too easy to overlook any hidden benefits that apply to you. At The Resource Center, we develop your financial strategy with tax time in mind. We’ll help you manage your money in the most tax efficient way possible. Why pay more than you have to?

IRA Accounts

Woman Planning for IRA

How much of your retirement income will you need? Should you invest in a traditional or Roth IRA? Your adviser at The Resource Center will help you sort through these and other factors to help you choose the IRA that’s best for your needs and your goals. We offer customized retirement savings plans that will boost your tax advantage and provide the lifestyle you deserve after you retire. Plus, we will help you make appropriate adjustments as your needs change over time.

IRA Legacy Planning

Woman Looking Over IRA Paperwork

Don’t think you’ll need all of your IRA funds? An IRA legacy plan lets you pass along extra retirement savings to your loved ones. A well-crafted plan may provide a steady stream of income from left-over IRA funds, while helping your beneficiaries reduce their estate taxes and leave the balance for tax-deferred growth. Your advisor will help you develop a customized IRA legacy plan that helps you provide for the long-term needs of the people you care about most.

401K Rollover

Man Gardening with Wife

What happens to your retirement savings if you change jobs? Should you cash out? Move the money into your new employer’s retirement plan? Rollover into a new or existing IRA? Your Resource Center adviser will help you sort through all of your investment options for making the most of what you’ve earned. We’ll also help you understand withdrawal requirements and avoid unnecessary tax penalties. After a thorough assessment of your current situation, your needs, and your long-term financial goals, we’ll implement the 401k rollover plan that works best for you.


Man with Child

How do you set up a trust? What are the different types of trusts available? A trust is a important estate planning tool that can be used for different purposes — from providing for your heirs after your death to supporting charitable causes. A trust may help your loved ones to minimize estate taxes or avoid probate. It may also be used to protect your estate from your beneficiaries’ creditors. Your advisor will work closely with you to establish a trust that specifies exactly when and how your beneficiaries receive your assets.


Probate is a legal process in which a court makes important determinations about the value of your property, payment of outstanding debts, and distribution to your survivors. It is often a very complex and lengthy process that can take more than a year to resolve. Probate can also be very expensive for your loved ones. At The Resource Center, we will help you structure your assets so that they may not have to go through probate. You should decide what happens to your assets — not the courts!

Asset Protection

What happens if a creditor shows up at the door with a judgment against you? What if you become involved in a lawsuit? How do you stay on course with your financial strategy when you’re facing unforeseen events that could derail your plans? That’s where your Resource Center advisor comes in. We’ll design a comprehensive asset protection plan to ensure that your most valuable assets remain off-limits — so you’ll have one less thing to worry about in the event of a credit judgment or lawsuit.


Couple Outside Together

What will happen to your money after you pass away? Who would be the guardian of your minor children if something happens to you? If you die without a will, the state — not you — gets to answer these and other important questions that will impact the lives of those you care about. Even if you’re young and healthy, and no matter how much money you make, creating a will is an important step in financial planning. We’ll help you design a will that honors your priorities and protects the people you love most.

Charitable Giving

Looking Over Charitable Giving

How do you decide which charities to support? You might give to a number of different organizations, or you might be passionate about a single important issue. Where can your dollars make the most impact? What time of year is the best time to give? How will your giving affect your taxes? At The Resource Center, we’re here to help you pay it forward by developing a customized giving plan that lets you determine when and how much to give to the causes you care about.

Take control of your finances

We’ll help put a plan into place. 

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