Getting Started

RMI offers fee-only business and financial planning services exclusively. Our professional consultants will analyze your financial situation and then recommend practical solutions in layman’s terms. But since plans can only be as good as their implementation, practicality is a priority. We ensure that you can live with your plan in the short term, so you can count on it in the long term.

RMI provides the peace of mind of a sound financial future. Even after you receive the plan, count on the continuing support we provide. In the implementation phase, we will work with your accountant, bookkeeper, broker, tax preparer, banker, and insurance agent, in addition to your ongoing direct relationship with us provided to you.

When we say that RMI operates by fee-only, we mean no sales commissions or quotas. You will not find the aggressive marketing of specific funds, vehicles, or investments, as found in many institutions that do operate by commissions and quotas. With Resource Management, you are assured of getting only objective advice and solid technical information.

Furthermore, RMI can go into the open market on your behalf to select the vehicles that best meet your needs.

A relationship with RMI seeks to attain a win-win situation. A personalized financial plan is affordable to virtually all individuals seeking a lifestyle of financial integrity. We suggest what will work for you, not us. The result is a relationship that you can trust, not biased by a sales orientation, but delivered with sound advice and complete objectivity.