Resource Planning Group

Resource Planning Group Resource Planning Group offers comprehensive financial planning and investment services.

12/01/2023

Not saving enough for your child's education - or saving in the wrong way - can cost you tens of thousands of dollars later. Call us at (770) 671-9500 and see how we can help you plan for your child's educational expenses, investing in their present and future or visit our website here: https://rpgplanner.com/landing-page/ to learn more about our education planning services.

11/29/2023

Exciting News! Dive into our new complimentary e-book, "SEASONS CHANGE: A Framework for Risk-Aware Investing," and explore a revolutionary approach to optimizing your portfolio. Snag your copy now: https://rpgplanner.com/landing-page/

This e-book unveils a groundbreaking framework that enhances risk awareness, empowering our advisors to set practical expectations in various market conditions. At Resource Planning Group, now proudly a part of Mercer Advisors, we strongly believe in the power of long-term disciplined investing for lasting success, sustained portfolio growth, and personal financial security. We craft customized, evidence-based portfolios tailored to your unique needs, capabilities, and growth goals.

Ready to take the first step toward financial empowerment? Call us today at (770) 671-9500 or visit our website: https://rpgplanner.com/landing-page/ to schedule a no-obligation introductory call. Let's embark on your journey to financial well-being together!

Resource Planning Group, now a part of Mercer Advisors, was established in 1991 to provide wealth management and financi...
11/27/2023

Resource Planning Group, now a part of Mercer Advisors, was established in 1991 to provide wealth management and financial planning solutions. We serve families, entrepreneurs and executives through all stages of life: mid-career, late-career, and retirement.

We are a small, robust firm offering a very different experience from large financial institutions. Our clients become family to us, as we create long-lasting, personalized relationships for providing truly tailored financial guidance.

Call RPG, a part of Mercer Advisors today to schedule a no-obligation introductory call at (770) 671-9500 or visit our website here: https://rpgplanner.com/landing-page/ to learn more about our financial services.

One of the most important things a financial advisor can do is help you create and manage your portfolio. The experience...
11/24/2023

One of the most important things a financial advisor can do is help you create and manage your portfolio. The experienced financial advisors at Resource Planning Group, a part of Mercer Advisors have the tools and knowledge to help you create a cohesive and comprehensive investment strategy and select the right investment mix to meet your financial goals.

Call RPG, a part of Mercer Advisors today to schedule a no-obligation introductory call at (770) 671-9500 or visit our website here: https://rpgplanner.com/landing-page/ to learn more about our portfolio management services.

RPG, a part of Mercers Advisors, takes this opportunity to wish you all a very Happy Thanksgiving. Let this amazing time...
11/23/2023

RPG, a part of Mercers Advisors, takes this opportunity to wish you all a very Happy Thanksgiving. Let this amazing time be filled with positive energy and joy.

Check out the Mercer Advisors Insights Blog: “Pave the Way for Legacy Gifting for Your Nonprofit”https://www.merceradvis...
11/22/2023

Check out the Mercer Advisors Insights Blog: “Pave the Way for Legacy Gifting for Your Nonprofit”

https://www.merceradvisors.com/insights/trust-estate/pave-the-way-for-legacy-gifting-for-your-nonprofit/

Nonprofits can lay the groundwork for improved legacy gifting with simple methods such as creating a gift-acceptance policy.

Call RPG, a part of Mercer Advisors today to schedule a no-obligation introductory call at (770) 671-9500 or visit our website here: https://rpgplanner.com/landing-page/ to learn more about our charitable giving services.

You can also follow us on Instagram to learn more about RPG, a part of Mercer Advisors. We offer financial planning for ...
11/21/2023

You can also follow us on Instagram to learn more about RPG, a part of Mercer Advisors. We offer financial planning for protecting, growing and enjoying your wealth — through all stages of your life.

Waiting for Retirement Day? You’re missing out.Your assets are accumulating. Career objectives achieved. Your children a...
11/20/2023

Waiting for Retirement Day? You’re missing out.

Your assets are accumulating. Career objectives achieved. Your children are reaching milestones of their own – graduation, marriage, children. Your retirement? It’s finally within sight! Yet, you’ve postponed financial planning… even though late-career opportunities are among the most valuable for your future!

Call RPG, a part of Mercer Advisors today to schedule a no-obligation introductory call at (770) 671-9500 or visit our website here: https://rpgplanner.com/landing-page/

11/17/2023

Check out our latest complimentary e-book, “SEASONS CHANGE: A Framework for Risk�Attentive Investing,” and discover a game-changing approach to�portfolio optimization. Get Your Copy Here: https://rpgplanner.com/landing-page/

This e-book introduces a framework that helps risk awareness, equipping our advisors to set realistic expectations across diverse market conditions.

At Resource Planning Group, now proudly a part of Mercer Advisors, we firmly believe that long-term disciplined investing paves the way to investment success, sustained portfolio growth, and personal financial security. We tailor diversified, evidence-based portfolios to your unique needs, abilities, and growth aspirations.

Call today to schedule a no-obligation introductory call at (770) 671-9500 or visit our website here: https://rpgplanner.com/landing-page/

11/15/2023

What do you want from financial planning and management? Most likely, you’re thinking about your family’s future, security and quality of life.

While you could try to “do it yourself” or enter the maze of a big financial institution, RPG offers a better alternative. Yes, we have all the services and financial competence that you should expect. Our difference is in how we work with you.

At RPG, a part of Mercer Advisors, you get a highly personalized financial planning relationship for protecting, growing and enjoying your wealth — through all stages of your life.

Call today to schedule a no-obligation introductory call at (770) 671-9500 or visit our website here: https://rpgplanner.com/landing-page/

There are many different ways that you can give beyond just cash donations. We will help you determine the best options ...
11/13/2023

There are many different ways that you can give beyond just cash donations. We will help you determine the best options and the best vehicles to donate and advise you on how various options will affect your own personal wealth and tax situation. We can also answer any questions you have about charitable giving to ensure that you fully understand where your money or assets will go over the designated period of time, and how they can help those in need.

When you want to use the wealth you have accumulated to benefit others, and benefit from the appropriate tax advantages, talk to the financial advisors at Resource Planning Group, a part of Mercer Advisors to learn more.

Call today to schedule a no-obligation introductory call at (770) 671-9500 or visit our website here: https://rpgplanner.com/landing-page/

11/10/2023

At Resource Planning Group, a part of Mercer Advisors, we provide a comprehensive financial planning solution to families, professionals, and entrepreneurs looking to simplify their financial life. Our clients are able to focus their attention and efforts on their business and personal matters, knowing that their financial matters are well attended. Our ideal client is prudent and disciplined, seeks professional counsel, and needs a long term, comprehensive planning relationship.

Call today to schedule a no-obligation introductory call at (770) 671-9500 or visit our website here: https://rpgplanner.com/landing-page/

Address

10 Glenlake Pkwy; South Tower; Suite 150
Atlanta, GA
30328

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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