Warren Buffet Quote
"ACTIVE" MONEY MANAGEMENT
TO HELP YOU TO ACHIEVE THE RETIREMENT YOU DESERVE

"My first rule of investing is to never lose money.
My second rule of investing is to never forget the first."

–Warren Buffet

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Why FNG
WHY FINANCIAL RESOURCES GROUP?

“We are Investment Adviser Representatives acting in a Fiduciary Capacity and are held to a higher standard of conduct than registered representatives”

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Why Fiduciary
What is a Fiduciary?

"The Fiduciary Standard mandates that a Investment Adviser Representative (IAR) must always unconditionally put the client’s best interest ahead of their own"

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At Financial Resources Group, we believe in the same philosophy as Warren Buffet. Financial Resources Group specializes in keeping our clients’ best interests in mind. Are you looking for a financial advisor who is also a fiduciary? Reach out to us today. 

With all that is going on with the economy today, planning for tomorrow isn’t getting any easier. Political changes, a volatile market, tax law changes, inflation, a global health crisis, and countless other factors have American pre-retirees and retirees on edge and looking for answers. Having enough income to not only live, but maintain the lifestyle you deserve takes planning and sound financial advice. Are you looking for a financial advisor who is also a fiduciary? 

As a fiduciary advisor, Robert S. Messina is legally and ethically obligated to put your best interests first. Our services are guided by your unique goals, needs, and financial well-being. 

It’s time to come in for a complimentary meeting to explore investment opportunities!

LET'S GET STARTED

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About Financial Resources Group

At Financial Resources Group, we operate as independent financial advisors, a position that allows us to provide objective advice based on our client’s individual financial circumstances. We are not obligated to a specific company so we are free to choose the products and services that are right for you – not what any “company” requires us to sell you. Our utmost priority is your success! 

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Areas where we offer our services include: 

  • Huntington Beach
  • Laguna Niguel
  • Foothill Ranch
  • Capistrano Beach
  • Corona Del Mar
  • Costa Mesa
  • Dana Point
  • Lake Forest
  • Laguna Hills
  • East Irvine
  • Laguna Beach
  • Aliso Viejo
  • Newport Coast
  • Newport Beach
  • San Clemente
  • San Juan Capistrano
  • Trabuco Canyon
  • Rancho Santa Margarita
  • Mission Viejo
  • Ladera Ranch

Schedule a Meeting to Learn How to Plan For Retirement

Please meet with us for a no-obligation consultation. We will review your current situation and give you advice on how to plan for retirement. 

Visit financialresourcesgrp.com/privacy-policy to see our privacy policy and financialresourcesgrp.com/terms for our terms and conditions.

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By using this website, you accept our Term of Use and Privacy Policy. Information within this website may have been provided by third parties, including images displayed, and, while we believe this information to be accurate, we have not independently verified such information. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives, advisory fees, and expenses. Our investment advisory services are designed to assist clients in achieving discrete financial goals, but do not include tax or legal advice. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing on this website constitutes an offer, solicitation of an offer, or advice to buy or sell securities.

Advisory services are offered as Financial Resources Group, which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser. Insurance products and services are offered through FRG Insurance Solutions, Inc. which is independent of GWM.

The content on this webpage is intended solely for informational purposes and is subject to the regulatory requirements applicable to GWM. Other pages on this website may contain content that is not subject to the same regulatory standards and should not be construed as part of GWM’s regulatory communications or offerings.

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