About Your Company
We are a financial planning organization, with a specialization in providing financial planning strategies to private business owners and high net worth families. This includes investment, estate, and business exit planning. Our target market is family business owners, 50 years old and older, net worth over $10 million, who care deeply about their families, companies, and community. We invest our clients money in the global stock markets, and provide ongoing services to their family. We are 25 years in business. We are a small elite team, with a limited number of clients, and an extremely high level of concierge service. Our goal is to help them preserve and grow their wealth for generations. We partner with Lincoln Financial Group, a Fortune 150 company.
Screen / Digital
Preferred Logo Style
Colors to Explore
The Resource Group
Top 3 Things
High end, professionalism, strength
We sometimes use “TRG” rather than spelling out “The Resource Group”.