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• call today 260-485-2200
• trust an independent local agency
• it's all about relationships, not transactions

OPEN LETTER TO POTENTIAL CLIENTS

As a locally-owned company, we work with individuals seeking assistance with transitions in their lives including retirement, career changes, inheritance, divorce or death. Individuals who come to us seek professional advice in financial strategies, insurance options and investment information. They do this because they possibly lack the time or experience and need competent, forthright answers. There are many financial questions that arise during life transitions.

Our firm is not a fee-based firm. We would like to discuss investment costs with you and show you a portfolio that is right for you, constructed of commission-based products, which can save you money and help you reach your personal financial goals. We offer hundreds of products from some very well-known providers. Since we are local and independently-owned, we have the resources that place us in the forefront of solving the issues you may be facing. We have a philosophy that can be summed up by our corporate statement: "It is about relationships, not transactions." We help reduce uncertainty and increase peace-of-mind by helping clients find the answers they need.

PRE-RETIREE

Is my portfolio allocated properly as I transition to retirement?

Will I have enough to retire comfortably?

What lifestyle will I be able to afford?

Is my estate properly structured?

Are my insurance needs effectively covered?

RETIREE

Is now the time to rollover my I.R.A.?

Will I have enough to retire comfortably?

What lifestyle can I afford?

What is the best way to transfer wealth to my heirs?

What is the best way to utilize the funds in my retirement savings?

INHERITANCE

How do I manage this newly-acquired money?

What advice do I need?

What taxes am I required to pay?

CAREER OR JOB TRANSITION

Am I leaving money on the table?

What is the most tax-effective strategy for a severance?

Do I rollover my 401(k) to an I.R.A.?

How do I handle my other employer benefits?

DIVORCE OR DEATH

How do I manage my money?

What products are best for me?

How do I pass on my Investments, Insurance and other property?

Do I qualify for the benefits from my former spouses’ Social Security benefits?

SERVICES FOR INSTITUTIONS

We also work with firms to provide advice for fringe benefits plans, including 401(k), Simple I.R.A.'s and other company-owned products and services. Our firm has serviced and planned fringe benefits for many companies. We understand what is needed to provide top-notch benefits for employees.

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©2019 | All Rights ReservedSecurities offered through Madison Avenue Securities, LLC (MAS); member FINRA/SIPC. MAS and Resource Financial Company, Inc. (RFC) are not affiliated companies.

About

WHO WE ARE

Many firms only offer investment strategies and ignore the larger picture.

We walk our clients through a detailed planning process that considers their assets, liabilities and income needs.

Our planning process walks a client through a 5-step process:

ARE YOU READY TO START YOUR FINANCIAL FUTURE?

Gathering Data and Developing Goals:

Tell us all about you! When would you like to retire? What are your expenses like today and how do you expect them to change in the future? How much have you saved and how much are you currently saving towards your retirement goal? How much would you like to leave to your heirs? This is perhaps the most important part of the planning process because it helps us establish where you are today and what your goals are for the future.

Evaluate Your Current Financial Status:

After gathering detailed information on your current financial position and future goals, we walk clients through various scenarios to show them their current status. Specifically, we show clients their plan with a set of optimistic, pessimistic and baseline assumptions. Our goal is to create a plan that can accomplish your goals even if things don't go as well as you hope they will.



Assessment we provide of your data/plans/goals:

We have found that after evaluating their current financial status, many clients were in a better position than they previously believed. However, we may still need to recommend some changes to increase your probability of achieving your goals. This is also the point at which we would be helping you select an investment strategy that matches your goals.

Recommendation from us in a written outline:

After completing the initial plan and educating you about your investment options, we help you put the plan into motion. It is only when you take action and implement the parts of your plan that you deem most important that you begin to achieve your goals.

Take ACTION!

We believe setting measurable financial goals and re-evaluating your progress on a regular basis is crucial to your financial success. To this end, we offer our clients yearly portfolio reviews. Plus, any additional review as you request. Our experience shows more communication with clients generally translates into a stronger relationship and a higher probability you will stick to the plan.

Headshots

Keith Robinson

Keith D. Robinson, LUTCF, President

Brent M. Robinson

Associate, Licensed Producer,

Vice-President

Then  button that takes you to the advisory board aka associates

Max A. Meyers

Attorney at Law. Max specializes in Elder Law, Trusts, Estates, Wills and more.

Robert L. Myers

Attorney at Law. Rob is a partner with Myers Law Office, along with his father, Max.

Anthony Rahrig

Social Security Consultant

Additional Advisory Member, Steven L Tracey, CPA

Operations Team consists of Tammy, Executive Assistant and Linda Robinson, Event Coordinator.

Products

SOME OF THE PRODUCTS WE OFFER

Life Insurance

Provides for payment to cover costs associated with death, i.e. payoff mortgage, provide income to survivors, provide inheritance to loved ones. Two basic types: Term and plans that build cash value.

Long-Term Care Insurance

Insurance to cover long-term care services and support for nursing home, assisted living and home health care.

Fixed and Fixed Indexed Annuities

Product providing tax-deferred buildup of cash based upon the returns of an index that then provides either a lump sum or payout-of-cash at a later date.

Variable Annuity

Product that specifically has the cash value invested in separate accounts that are very similar to a Mutual Fund type investment.

Mutual Fund

Funds managed professionally whereby the managers invest in a wide variety of stocks, bonds and other equities to achieve returns.

Individual Health

Insurance that provides coverage to provide health care purchased for an individual or their family.

Group Health

Health insurance purchased through a broker insured by an insurance company to provide coverage for the employees. Available for all sizes of companies.

Partially Self-Funded

A structure alternative for providing group health where the employer accepts part of the risk to fund the program.

Medical Supplement (Med Supp)

A policy to cover medical costs not covered by Medicare parts A & B.

Medicare Advantage

Provides additional benefits to Medicare plans, currently no deductibles but higher co-pays than Medicare Supplement.

Services

Services

Our Investment Services

We include a complete, non-biased analysis of your insurance and investment portfolio. This includes a breakdown of what you currently own and how those products may or may not compliment your needs, risk tolerance and future expectation of income. We place in writing our carefully thought-out recommendations.

Retirement Planning

Retirement plans play a crucial role in providing a source of income in our later years. However, planning for retirement can be very confusing and often difficult to implement. We believe it is important you work with a professional to ensure the choices you make today will meet the needs of you and your family tomorrow.

Our Investment Services

Business Continuation Planning, Executive Disability Carve-Out Planning, 401(k) Plans (including ROTH option), SIMPLE IRA’s, SEP-IRA’s etc., Pension Plans, Guaranteed-Issued Group Life Insurance, AFLAC Plans, Group Health / Fully-Insured, Group Health / Partially Self-Funded

Contact

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Call us today!

Resource Financial Company, INC.

1319 Magnavox Way

Fort Wayne, IN 46804

Telephone: (260) 485-2200

FAX: (260) 485-7950

E-mail: info @resfinco.com

Contact Form

• name
• email
• phone
• reason
• Select your reason
• Information about upcoming seminars
• Interest in a call from us
• Interested in a face-to-face meeting to discuss my retirement and/or investments
• Request a quote for life insurance
• request information on investments
• interested in information about long term care solutions
• request a quote on Medicare supplement
• interested in learning more about services of attorney and /or accountant
• Notes/Message

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