Your Comprehensive Financial Advisory Firm.

At Resources Planning Group, we are financial architects for individuals and businesses in Iowa City and its surrounding areas. With offices in Chicago, Cincinnati, South Bend along with Iowa City, we provide exceptional local service with big city resources at our fingertips. As your personal CFO we take the time to understand your entire financial situation and are able to help you to navigate your financial life. We have amazing client retention and provide "outside the box" ideas that our clients have come to expect and enjoy!

Contact us today to see what we can do for you!

View Mesirow Economist Diane Swonk's Themes of the Economy.

Welcome to Resources Planning Group!

Welcome and thank you for the opportunity to share with you how we help our clients to manage their financial lives. As I have spent the past eight years of my life working to meet the needs of my clients I have come to understand what it is that clients expect.

Our company is Chicago-based Resources Planning Group. We are designed to provide comprehensive financial planning for individuals and small business owners. RPG has over one hundred years of experience in financial planning and each of us has our unique expertises to benefit our clients. By taking a proactive approach in the planning process we are able to provide the kind of vision you expect to help you meet your financial goals.

Again, thank you for your interest and please contact me anytime!!!

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