Our Firm

Strategic Resources Planning utilizes a collaborative team of highly skilled professionals to help our clients successfully accomplish their objectives. This is done for the benefit of achieving wealth, paying the least amount of taxes, securing their estate planning, transferring their business to an insider or a third party and helping clients understand their investments to give the client the worry free retirement of their dreams. Once we stabilize and strengthen their wealth, we provide ongoing service to handle any contingency that may come along.

Our Philosophy

Our investment philosophy is a Structured Investing Approach. We don't try to beat the market. Active management cannot consistently add value through security selection and market timing. We seek to capture market rates of return by investing in large numbers of stocks in selected asset classes resulting in portfolios with thousands of stocks. We exclusively access Dimensional Fund Advisors. We exclude new stocks (IPO's), financially distressed and bankrupt companies, and illiquid stocks. Then we minimize trading costs as we don't frequently buy and sell. We don't attempt to track indexes as this can significantly increase costs, and the portfolio managers have flexibility on when to add or remove individual stocks from asset classes. We invest in stocks emphasizing small companies and value companies.

Jeff Shoffer wrote the foreword to "The Prudent Investors Guide to Beating Wall Street at its Own Game," and he will send you a copy for $15.00, a $24.95 value, upon request. This book further describes our philosophy. Just use this link to email your request for a copy: jeff@your-personal-cfo.com

 

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Check the background of this financial professional on FINRA's BrokerCheck