Resource Planning Group
Financial Services
10 Glenlake Parkway, South Tower
11 employees
- Employees
- 11
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Resource Planning Group Overview
- Headquarters
- 10 Glenlake Parkway, South Tower
- Phone Number
- Available in AeroLeads
- Website
- www.rpgplanner.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 1991
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Resource Planning Group
Resource Planning Group serves the needs of professionals, business owners, and entrepreneurs who are disciplined and looking to simplify their financial lives. Our process involves working with clients to establish and implement a financial plan that then can be used to help make informed decisions on a range of issues including tax and estate planning, insurance evaluation, and portfolio construction. We employ a disciplined investment management process that seeks to exploit behavioral anomalies and capture market rewards from various sources while also minimizing the risk of extreme negative outcomes.
Resource Planning Group Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
Resource Planning Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Keith Waterman | Mentor and Assist Client’s Transition | Carmel, Indiana, United States |
Email
Phone
|
| Georgia "Tee Gee" Howard | Principal at Resource Planning Group | Atlanta, Georgia, United States |
Email
|
| Matt Burke | Owner, Resource Planning Group | Indianapolis, Indiana, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
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