Investments and Financial Planning

Resource Planning Group is Resurgens Bank’s partner for investment management and financial planning services.   Resource Planning Group offers a comprehensive suite of services tailored to individuals, families, and small businesses. 

For individuals and families, Resource Planning Group provides:

• Comprehensive Financial Planning
• Investment Advisory Services
• Estate Planning
• Cash Management Planning
• Income Tax Planning
• Risk Management Planning

Resource Planning Group can help small businesses in the areas of:

• Qualified Retirement Plans
• Non Qualified Retirement Plans
• Succession Planning

For more information, and to set up an appointment to review your unique situation, please contact Eric Toole at Resource Planning Group at 770-671-9500.  Also, please visit their website at www.rpgplanner.com.

Investment and Planning Services offered exclusively through Resource Planning Group Ltd., and securities purchased through Schwab or TD Ameritrade are not FDIC insured or insured by any Federal Government agency; are not deposits or guaranteed by Resurgens Bank, or any bank; are subject to risk and may lose value.