We’re more than just wealth and investment management.
At Resource Consulting Group, we look at the big picture concerning your finances with the goal of achieving or enhancing your peace of mind. The first and most important thing we do is listen. We assist you in quantifying your hopes and dreams and in determining your tolerance for various types of risk. We work with you in creating a realistic plan to achieve your goals. Only then do we design, implement and monitor an investment plan to accomplish your goals.Download Brochure
Build Your Ideal Life
What do you want to prioritize? Select specific keywords to align resources to your financial journey.
The Women of Resource Consulting Group
From future planning to risk tolerance, women often approach wealth and investments differently. With more than half of our workforce made up of women, we understand your priorities.Meet Your Team
Wealth management for wherever life takes you.
Want to retire in the tropics? Establish a trust to keep your family protected? Work with someone who’s been there. We’ll match you with the right financial planner for your life goals.
Call Bethany today at (407) 992-7188 to get started.