Resource Planning Group

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
Industry
Financial Services
Employees
11
Founded
1991
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Keith Waterman Mentor and Assist Client’s Transition
Email Phone
Georgia "Tee Gee" Howard Principal at Resource Planning Group
Email
Matt Burke Owner, Resource Planning Group
Email

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile
Manager 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1

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