Our Mission

Providing you with straight-forward, honest help with your financial decisions as you plan for your retirement or investment needs. We provide investment options specifically with you, your family, and your heirs in mind. We treat you with he dignity you deserve, while striving to earn your respect.

Our Strategy

To work with our clients while incorporating a proven and result-driven process that maximizes cash flow while minimizing taxes. Additionally, we use highly-rated, competitively-priced insurance products to protect your assets from unexpected financial burdens.

Our Process

We utilize the following four-step process to effectively and properly craft a personal Plan-of-Action specifically-designed to meet your needs and desires.

  •  I   =   IDENTIFY each client's specific needs via a comprehensive interview.
  • C  =   CREATE a Plan-of-Action with client's input and assistance.
  •  I   =   IMPLEMENT the Plan-of-Action.
  • M  =   MONITOR the Plan-of-Action annually, or more frequently, if needed.

Securities offered through Madison Avenue Securities, Inc.
(MAS), member FINRA & SIPC. MAS is not affiliated with Resource Financial Company, Inc.
Solicitations may only be made in the state of Indiana.