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Personalized Service

At Financial Resources Group, we provide customized financial planning for each of our clients to help you successfully plan for retirement. We help create sound financial strategies for the days ahead, helping you to successfully plan for your retirement.

We realize there is no “one size fits all” when it comes to financial planning. We cultivate personal relationships with each client and offer solutions that are specific to individualized needs.

Your goals and values are at the forefront of our personalized approach. Our team recognizes the importance of having clear, achievable goals. We will work alongside you to create and execute financial plans that reflect your goals for today and for your family’s future.
We develop lasting connections with the families we work with, taking a multigenerational view of your wealth management needs. By building trust and understanding across generations, we work to strengthen your legacy and protect your loved ones.
personalized service with financial resources group

No matter where you are in your strategy, we can help.

Financial Resources Group takes the security and success of our clients very seriously. Contact us today to get started on your personalized financial plan. Whether you are working with a financial planner now, are just starting to think about your retirement or if you are already there, we will work with you to maximize your benefits. Don’t let the uncertainty in the markets compromise your plan for a safe and secure retirement! Successfully plan for retirement with the strategies and experience that Financial Resources Group can offer.

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Holistic Wealth Managment

Holistic Wealth Management

At Financial Resources Group, our aim is to do what’s right for you. As a licensed Registered Investment Advisory firm, we can provide holistic wealth management and investment advice by offering a range of services and strategies that can be customized and specific to your individual needs. Our goal is to help ensure that your complex financial picture is simplified and that your retirement savings is protected.

Navigating your investments is painstaking and worrisome even when the markets are up. What are the best investment strategies? Are you planning for the long term? At Financial Resources Group, we can help you rest easy knowing your investments are in good hands. We will cultivate a strategy that will keep your money safe and secure. Our services include:

  • Stocks
  • Bonds
  • IRAs (Traditional, Roth, SEP, Simple) 
  • Brokerage accounts
  • ETFs
  • Mutual Funds
  • Managed accounts
  • Annuities 

Whether you are wanting to save and contribute to a college fund, manage your 401 (k) or pension, or get advice on estate planning, FRG offers no-obligation consultations.  Get busy enjoying life and let us handle the things we are great at. Our financial planning services include: 

  • Retirement Planning
  • Deferred compensation 
  • Defined benefit
  • 401(k) planning
  • 403(b) planning
  • College plans

Estate planning 

Do you currently have life insurance? Does a family member depend on your income? Nobody wants to think about what could happen, but it is important that you do. Whether you are looking acquiring a new policy or want to discuss changes to an existing one, we would be happy to help. At FRG we believe in a holistic approach to your wealth management. The more you can save the more you can put towards your retirement. Contact us today.

Schedule a Consultation

Please meet with us for a no-obligation consultation. We will review your current situation and come up with a customized plan for your financial needs.

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IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

Robert S. Messina, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Financial Resources Group and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through Gibbs Wealth Management but are offered and sold independently by Financial Resources Group and Robert Messina, CA License #0E88665 and FRG Insurance Solutions, Inc. CA Ins Lic #0K21118.

By contacting Financial Resources Group, CA License #0E88665 and FRG Insurance Solutions, Inc. CA Ins Lic #0K21118, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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