What We Do

We will build you a dynamic, comprehensive wealth management plan to guide you in your chosen direction.

Retirement planning is a hot topic in the investment industry. And while we are her to at guide big retirement decisions, we don’t just stop there. Over the past 30 years, we’ve gained valuable insights into how to serve our clients best as they age, experience life changes, and eventually retire. We’ve stood by them during tough times and remain committed to meeting their needs, no matter what. It’s a key part of why we’re successful and gives you the choice to shape your retirement journey.

Shari Burnum, Martha Gilpin and Chandra Hudson

“We’re here to help you navigate your way to and through retirement, adapting our services as your needs change”

Shari Burnum
Investor’s Resource, CEO and Founder Financial Advisor

Our Services


Investment Management​

Our time-tested investment strategies provide your portfolio with the active service you need to navigate toward freedom. Then, they are set in motion with personalized attention to accomplishing your unique goals and circumstances.

As an Investor’s Resource client, you’re not just another account. You are an integral part of an investment management process guided by seasoned advisors and backed by a committed team. 

As proactive investors, we actively navigate the financial world. As an Independent Hybrid RIA, we utilize various tools and technologies to assist you in making well-informed choices. Stand-out features of our investment management approach include our Resource Roadmap to client management, stress testing your portfolio for potential risks, and a rigorous selection and monitoring program. Our use of sophisticated trading software underscores our belief that not all functions need to be conducted in-house to secure optimal investment returns.

Tax & Contingency Planning

A custom strategy for handling wealth, planning finances and taxes, and preparing for unexpected circumstances helps you make smart decisions. This guides you throughout all life’s stages, fostering the expansion of your wealth, safeguarding it, and facilitating its easy transfer, even in unforeseen situations.

Guidance is provided through the intricate world of wealth management, customized to fit every phase of your life. Assistance is given in creating adaptable “living plans” to enhance, safeguard, and smoothly transfer your wealth. These plans also incorporate contingency strategies to protect your wealth during crises or sudden changes.

The approach to financial, tax, and contingency planning transcends merely setting retirement or lifelong goals. It’s about aiding you in making informed choices, including preparations for unexpected events. Help is extended to understand various insurance options and their evolution over time, integrating risk management strategies to prevent unnecessary depletion of your funds or portfolios. This assistance ensures you’re always well-equipped to navigate your financial journey effectively.


Estate & Charitable Planning

As your trusted partners in navigating the complexities of estate transfers and charitable donations, we are dedicated to assisting with personalized estate planning and preparing your beneficiaries for an eventual wealth transition.

Navigating estate transfers and charitable donations can be complex, but you’re not alone – we’re here to help. As your trusted partner, we’re dedicated to assisting you in planning your estate according to your preferences. 

We also believe in the importance of engaging your beneficiaries early, fostering good financial habits, and preparing them for the eventual wealth transition. Remember, the choice of handling your estate is entirely yours, and we’re here to navigate you through each step of the process.

Wealth & Financial Planning for Families

We believe in a comprehensive approach that integrates all aspects of your financial life. Our holistic Wealth & Financial Planning services are designed to align your financial goals with your life goals… your definition of successful living.

Working closely with you and your family to develop a comprehensive understanding of your financial situation, including assets, liabilities, income, and expenses. Once we have a clear picture, we create a customized wealth plan tailored to your definition of successful living. This dynamic plan evolves based on your age, life stage, and values, covering all aspects of your financial life. It includes everything from investment management and wealth preservation to estate planning and charitable giving.

We aim to ensure that your financial plan grows and adapts to your changing life circumstances, providing peace of mind for you and your loved ones. This holistic approach empowers you to make informed decisions that will positively shape your family’s financial future.


Executor/Beneficiary Prep

Assuming the role of an executor or transitioning into the beneficiary position can be daunting. We are committed to guiding you through this situation, ensuring you have the knowledge and confidence to manage these responsibilities effectively.

Whether you’re an executor handling probate and estate administration, or a beneficiary learning about wealth management and inheritance laws, our Executor/Beneficiary Preparation services offer comprehensive support to ensure you fully grasp your roles and responsibilities. 

We prioritize empowering you with the necessary information and tools for informed decision-making, which includes understanding tax implications and risk management strategies. As part of our commitment, we’ll help you navigate any unexpected situations, ensuring you’re ready for now and what the future may hold. Tailoring our approach to your unique circumstances, we strive to make your transition as smooth and stress-free as possible while securing your financial legacy.

Choosing Your Path to Retirement

Download our Exclusive Guide

Are you considering hiring a financial advisor but unsure where to start or when the time is right? Introducing our definitive guide, “Finding a Trusted Advisor for Life.” It’s tailored specifically for investors like you who are navigating the complex world of financial planning.

Benefits of Downloading:

  • Gain knowledge on the strategic times to consider hiring a pro, ensuring you make informed decisions at crucial moments.
  • Empower your financial decisions with smart, pointed questions designed to help you find an advisor who is the right fit for you, personally and financially.

Finding a Trusted Advisor for Life