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PRG Resource

PRG Resource

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Wealth Management

Making Dreams Come True

We establish goals and strategies to help make your dreams come true! For you, that dream might be to save for a home, a car, education or a wedding. For others, it might be developing enough wealth to retire with the income to enjoy your retirement and spoil the grandchildren! Whatever, your goals are, as your advisor, we will be your quarterback to keep you on track. To learn more about wealth management services please visit myfinancialadvisor.org

Our Wealth Management and Investment Advice Services

  • Customized Financial Plan
  • Risk Analysis
  • Estate Planning & Special Needs
  • Retirement Income Planning
  • Investment Advice

Customized Financial Plan

We get to know you, your goals, and your family needs. With this information, we customize a financial plan, designed to put you on track to reaching your dreams.

Risk Analysis

We work with you to develop a personal risk profile so that we know how to manage your portfolio. Every client has their own personal risk score.

Estate Planning & Special Needs

We encourage our clients to have the legal documents in place to prepare for life events. We work with legal counsel to help make sure you have executed the necessary documents.

Retirement Income Planning

As your advisor, we develop and help you establish strategies to create the retirement of your dreams. This includes retirement planning and investment management. Once you are near retirement, we work with you to provide lifetime income, meet minimum required IRS distributions, and determine what you need to provide to your loved ones.

Investment Advice

After our client interview and the development of your personal risk score, we will select and manage an investment portfolio. To learn more please visit myfinancialadvisor.org (A Division of Principal Resource Group)

 

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* The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.

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Navigation

  • About PRG
  • Services
    • Group Benefits
    • Retirement Plans
    • Wealth Management
    • Health Savings Account (HSA)
  • Industry Recognition
  • Resources
    • Educational Videos
    • Published Articles
  • Contact Us

FINRA BrokerCheck

Broker Check

Securities offered through Cambridge Investment Research, Inc., a broker dealer, member FINRA (https://www.finra.org/) SIPC (https://www.sipc.org/). Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Fixed Insurance offered through Principal Resource Group, Inc. Cambridge and Principal Resource Group are not affiliated. We are licensed to offer securities products and insurance products in the state of Illinois. The information included herein should not be considered a solicitation or an offer to sell products in any state besides those in which we are properly licensed.

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