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Comprehensive Wealth Management

Our services evolve to meet your changing needs to and through retirement.

Retirement planning is one of our industry's biggest buzz words.  And while we pride ourselves on helping to make some pretty big retirement decisions, if we stop there, we fall short of serving the full needs of our clients. We've learned a lot in the last three decades about what it takes to serve a clientele who is retiring, aging, and changing.  We've been there for the hard stuff.  And we are committed to continue to meet the needs of our clients, no matter where that takes us.  It is one of the cornerstones of our success.

Investment Management

As a client of our firm, you become part of an Investment Process implemented from an experienced advisor and carried out by various members of the team. We are active investors.  Being an independent firm, we are able to access tools and technology to help us better implement our process and communicate results in a variety of ways.  Two of our distinctive tools are portfolio stress testing capability and trading software to even trade your company 401K.  Learn more below.

Portfolio Stress Risk

Portfolio Stress Testing

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Outside Asset Management

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Financial and Tax Planning

If you are part of our client family, you can enjoy comprehensive wealth management.  We are set up to accommodate a wide range of ages and stages and stay true to the principles of the financial planning.  We construct "living plans" so clients can grow, protect, and pass on their wealth efficiently and effectively.  And we are committed to helping you learn about the success principles of money.  Learn more below.

Understanding Your 401K

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Strongher Money Initiative

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Estate Transfer and Charitable Giving

Clients can be assured that we take the job of trusted partner seriously - but especially when helping plan out your estate preferences.  We believe in working with beneficiaries early to help cultivate healthy financial habits and prepare them for the transition of wealth in the future.  We are your advocates and stand ready to partner and guide you in whatever lies ahead for you and your family.  Learn more below.

Wealth Preservation

Making a plan for your retirement and other lifetime goals isn’t complete without planning for contingencies.  Our advisors help you and your family understand insurance options and how those change over time.  We also help you integrate other strategies to help manage risks to running out of money or unnecessarily draining your portfolio.  

We are updating our resources here - so stay tuned!

The Wealth Management Formula


Building Your Wealth Beyond Money

At Investors Resource, we believe that building wealth is a journey that requires careful planning, patience, and discipline. Whether you are just starting out on your financial journey or looking to take your wealth to the next level, our team of experienced wealth management professionals is here to help you achieve your goals. We take a personalized approach to wealth management, tailoring our strategies to your unique needs, preferences, and circumstances. Our goal is to help you build wealth steadily and sustainably, one step at a time.

We believe wealth management is not just about building wealth for today; it's about creating a legacy for tomorrow.  At Investors Resource, we understand the importance of thinking beyond your own lifetime and planning for the future of your loved ones and your community. We help our clients develop estate plans that reflect their values, protect their assets, and ensure that their wishes are carried out after they are gone. We believe that creating a legacy is a deeply personal and meaningful endeavor, and we are honored to help our clients achieve this important goal.

And, we believe that true wealth is about more than just money.  It's about living a fulfilling and meaningful life, with financial security and peace of mind. That's why we take an integrated approach to wealth management, considering all aspects of your financial life, as well as your personal values, aspirations, and priorities. We believe that by taking this view of your finances, we can help you achieve your goals in a way that is consistent with your values and your vision for your life.

Let Us Be Your Guide 

Choosing Investors Resource for your wealth management needs means choosing a company with a unique and distinctive approach. Our founder's vision of a fee-based, financial-planning business set us apart from others in the 1990s and continues to drive us today. We are constantly seeking ways to enhance the client experience and offer the best possible service. Our partnership with a hybrid registered investment advisory (RIA) firm allows us to work with multiple investment custodians, meaning our clients don't have to move their entire portfolio to one place. This distinctive approach ensures that our clients receive comprehensive advice across their entire plan and portfolio, making us the ideal partner to help you achieve your financial goals.

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