Our Philosophy

Resource Financial Planning Corporation was founded in 1992 with the belief that in order to provide exceptional financial services, we had to be free from the influences present at so many insurance companies and traditional Wall Street firms.

We set out to create an environment where our customers may find honest opinions from credible financial professionals who understand their concerns, dreams, and goals and who offer appropriate financial solutions.

Our search led us to Commonwealth Financial Network^®, an independent broker/dealer that provides us with a wide selection of products and high-quality services to help us address our clients' needs.