HOME ABOUT US ACCOUNT ACCESS FINANCIAL PLANNING RESOURCES Life Goals The Planning Process We work to manage the uncertainties created by wealth. Glendale Office 3458 Ocean View Blvd. Glendale, CA 91208 ph: 818-547-2464 fax: 260-455-9059 info@resourcegroup.us Financial Planning The Resource Group The hallmark of The Resource Group is our unique, proprietary, financial planning process. Our advisors are given sophisticated tools and provide a fully integrated approach to identifying solutions to produce a customized financial plan. Through our financial planning process, we do not evaluate only one aspect of your life, we look at the full picture and develop a personalized plan which includes Estate Planning, Investment Planning, Retirement Planning Strategies and Business Owner Planning. By doing this, you can feel confident that all aspects of your life are evaluated together and your financial plan will identify solutions to help you achieve your financial goals and dreams. We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: Arizona, California, Colorado, Florida, Illinois, Kansas, Louisiana, Maryland, Missouri, Montana, Nevada, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Washington, Wisconsin John Marshall: California Insurance License #0B12349 Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities are offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor, member SIPC. Investment advisory services offered through Lincoln Financial Advisors or Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. The Resource Group is not an affiliate of Lincoln Financial Advisors. See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here. *Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. CRN-3603860-052421 The Resource Group is a marketing name for registered representative of Lincoln Financial Advisors Portions © 1996-2021 SiteQuest Technologies. All rights reserved.