Resource Planning Group
Resource Planning Group in Ames, Iowa, is a fee-only financial planning and asset management firm that prioritizes partnering with clients by avoiding conflicts of interest commonly found in traditional financial advising. With a commitment to serving clients as fiduciaries, the team at Resource Planning Group focuses on retirement planning, investment planning, and estate planning to help individuals achieve financial independence and peace of mind.
Founded in 1998 and later merging with Clarity Asset Management, Inc., Resource Planning Group was established by Don Erickson to provide objective financial advice tailored to each client's unique goals and values. With over 30 years of experience in the financial services industry, Don Erickson leads a dedicated team that helps clients navigate life's transitions through customized financial plans and asset management strategies.
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