HOME ABOUT US ACCOUNT ACCESS FINANCIAL PLANNING RESOURCES 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 Account Access eMoney Login to eMoney SEI Investments This program is offered to clients who desire asset allocation using style specific institutional mutual funds. The program utilizes the SEI institutional funds which incorporate multiple style money managers. LFA consults with the client concerning client's objectives and risk tolerance and recommends a specific asset allocation model. This model utilizes the SEI funds to allocate the client's assets and is rebalanced on a monthly basis. LFA monitors and consults with a client concerning the investment performance of his account and may recommend a change in models should the client's investment objective or other conditions warrant. LFA charges a fee based on a percentage of assets under management. The annual fee will not exceed 1.75%. Login to SEI Investments Get help with SEI Investments Brinker Capital Portfolio This service is offered to clients of LFA who desire individual account management services. LFA utilizes Brinker Capital, a registered investment advisor to administer and assist with the asset allocation and individual manager selection. Brinker Capital also provides ongoing due diligence on each of the money managers offered. LFA and/or Brinker Capital will consult with the client concerning the client's objectives and risk tolerance and recommend an unaffiliated portfolio management firm(s) to provide customized portfolio management services to the client. LFA and Brinker Capital monitor and consult with the client concerning the investment performance of the account, monitor the continuing capability and general performance of the portfolio management firm, and may recommend a change therein, if appropriate. LFA charges a bundled fee for the Brinker Core Asset Manager Program, which includes the fee of the portfolio management firm, brokerage costs, Brinker Capital's advisory fee and LFA's advisory fee. Login to Brinker Capital Portfolio Mount Yale Consulting Group Login to Investment Consulting Group 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.