Bridge City Advisors - Ameriprise Financial Services

SpecialtiesResource Financial Planning, Inc. is a team of financial advisors who are dedicated to helping families and individuals achieve their financial dreams.At Resource we help people consolidate, coordinate and simplify. Many of our clients lead hectic and demanding lives and haven't the time or inclination to organize and manage their financial matters and investment portfolios. They have come to us with 401(k)s, IRAs and other accounts that have been randomly established without a coordinated strategy. Some have changed jobs and don't know what to do with their existing retirement accounts. Other people want to know if they are on track to retire with the lifestyle they desire. Here at Resource, we take a comprehensive look at your individual situation and help you put your financial house in order.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance. Delta Financial Group provides comprehensive financial planning and investment advice to individuals, families, and small businesses. Our mission is to be the best financial advisory firm in helping our clients define and achieve their financial goals. We believe that is accomplished by our commitment to quality service and establishing long-term relationships. We take a sincere interest in getting to know you, listening to your needs and financial expectations.

With so many financial advisors out there, why work with Laurus Financial Group, LLC? What sets us apart from other firms out there? For nearly two decades, we’ve been serving clients throughout Vancouver and across the country—and more often than not, those clients have stayed with us. That’s because we offer a more personal approach to wealth management, not only in the way we customize our financial plans, but in the way we interact with our clients.