The Whole Picture

 

 

The Financial Resource Group is proud to offer these services

 



 


Retirement Planning



  • 401(k) Rollovers
  • IRA's
  • Financial Strategies
  • Asset Allocation



Personal Financial Strategies



  • Protection Needs
  • Wealth Protection Strategies
  • College Planning
  • Long Term Care Concerns



Estate Planning**



  • Estate Creation
  • Wills Review
  • Charitable Giving
  • Trusts



Business Planning Unit



  • Pension Programs
  • 401(k)'s and Simple IRA's
  • Group Benefits
  • Structured Payouts



Tax and Legal Services*



  • Wills
  • Trusts
  • Legal Documents
  • Business/Personal Tax Services



Property and Casualty*



  • Auto Insurance
  • Home Insurance
  • Commercial Insurance
  • Renters Insurance



** Estate Planning in conjunction with your tax and legal advisor


 


 


 



 


 




 


* Through Professional Agreements - not offered by Cambridge Investment Research, Inc., Member FINRA/SIPC


 




 


Providers


 


























































































































































Mutual Fund Families

Insurance Families

Aim

AIG

Alliance Capital

Allianz

American Funds

Allstate

Armada Funds

American General

Dreyfus

American National

Eaton Vance

Banner Life

Evergreen

CNA

Fidelity

Empire General

Fortis

F&G

Franklin Templeton

First Colony

Gabelli Funds

First Penn

Goldman Sachs

GE Capital Assurance Company

Hartford Mutual Funds

GE Financial Assurance

IDEX Funds

Guardian Life

ING Pilgrim Funds

Hartford Life

Invesco

Illinois Mutual

John Hancock Funds

Jackson National Life

JP Morgan Funds

Jefferson Pilot

Lord Abbett Funds

John Hancock

MFS

Lincoln Financial

Nuveen

Manulife

One Group

MassMutual Financial Group

Oppenheimer/Centennial

MetLife Financial

Pacific Funds

Mony Group

Phoenix Funds

Mutual of Omaha

PIMCO

Nationwide Life Insurance Co.

Profunds

Pacific Life

Prudential Financial

Protective Life Insurance Co.

Scudder Investments

Prudential Financial

Strong Funds

Sun America Life Insurance Co.

Sun America

Transamerica Insurance & Invest

T.Rowe Price

Travelers Life & Annuity

VanKampen Funds

U.S. Financial Life Insurance Co.

VanGuard

Union Central Life Insurance Co.

 

West Coast Life

 

Zurich Kemper



 


 



  • Mutual funds are offered by prospectus. For more complete information, including charges and expenses, obtain the prospectuses from The Financial Resource Group by calling (574) 254-9649. Read Prospectus carefully before you invest or send money. The Financial Resource Group employs registered representatives of and offers securities through Cambridge Investment Research, Inc., Member FINRA/SIPC
  • Written agreements established between above insurance companies and Cambridge Investment Research, Inc., Member FINRA/SIPC