Welcome to planningpros.com

When life demands a broader financial perspective; it's time to change your vantage point.

Today you need to keep an open mind and realistic perspective on your finances. It is at these points in time that our role as financial advisors becomes even more critical to those we serve. The Resource Group helps clients to adjust and stabilize their situations, while offering the opportunity to recapture the sustainable financial success they desire.

Test your current financial assumptions in today's new reality, The Resource Group stands ready to assist you and your family.

Upcoming Events

We are always participating in and planning educational, charitable and client appreciation based events. Here is a listing of some upcoming events and those we would recommend that are being sponsored by our colleagues.

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Income Positioning System

Be prepared and stay on track with Income Positioning^SM System (iPS)
iPS is a simplified, visual planning process that can help you get the answers you need to create a retirement income strategy and reach your retirement goals.

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Account Access

Whether you are buying a mutual fund for the first time or you're an experienced investor with a diversified portfolio, we can help.

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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, Delaware, Georgia, Illinois, Michigan, Nevada, Oklahoma, Oregon, Texas, Washington

Michael Lockwood: California Insurance License #0730158

Mike Kish: California Insurance License #0H28584

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*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:200904-2029495