Our advisors take the time to understand your complete financial picture, time horizon and long‐term goals to create and implement a financial strategy that fits your individual situation.
We act as a fiduciary and are not required to favor any product provider. We are free to base our recommendations solely on what is in your best interest.
Our fee structure is outlined directly on your statement so you never have to worry about hidden fees or surrender charges, and you know exactly how and what we are getting paid.
We believe in a team approach so that you will always have access to someone in our office who can assist with your account and multiple perspectives, assisting you in making a plan to meet your long‐term financial goals.
Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Oakeson Steiner, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.