Resource Planning Group

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Categories: Financial Planning Consultants, Financial Planners, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Taxes-Consultants & Representatives

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Phone: (515) 233-3152

Address: 415 S Duff Ave Ste B, Ames, IA 50010

Tax Planning
Charitable Giving
After going through the financial planing process, we may recommend that you consider continuing in an ongoing professional relationship with us. In addition to financial planning, this includes active investment management, retirement income management, and charitable giving support. We recommend an annual review meeting, but we are available for any need or question when it arises.
Income Tax

Investment Management
Clarity Asset Management, Inc. was founded in 1998 and merged with Resource Planning Group, Inc. in 2012. Don Erickson started Resource Planning Group in 1986 in order to offer objective advice focused on retirement planning, investment planning, and estate planning. He later helped form Clarity in order to offer an unbiased approach to the management of the financial plans of his clients.
Mutual Funds
Steve graduated from Iowa State University in 1975 with a business degree in Industrial Administration. He was employed by Des Moines Savings & Loan and Ames Savings & Loan, from 1975 to 1989, where he was Assistant Vice President and Chief Financial Officer, and a member of the Financial Managers Society. He holds the Series 65 license, the Chartered Mutual Fund Counselor designation from the College for Financial Planning, and a Certificate of Financial Planning from the Boston University Center for Professional Education. In 2018, Steve earned the Sustainable Investment Professional Certification through the John Molson School of Business at Concordia University.

Financial Planning
“I began this company to give people unbiased financial advice from someone they trust. I am still in the business because I enjoy meeting new people and working with them through their unique financial planning issues.”
Retirement Planning
From retirement planning to insurance reviews, investing recommendations and more, our team is here to answer your burning financial questions.
Long Term Care
Asset Management
We help you accomplish your goals through an ongoing trusted relationship utilizing customized financial plans and asset management. The relationship is built upon an understanding of the Tri-Lateral Pillars of Financial Health™ (click on the pillars in the diagram to the right to learn more) which allows us to create, monitor, and modify ongoing financial plans with you while helping you navigate life's transitions. Your assets are then managed according to these financial goals, and within your risk tolerance and risk capacity.
College Funding

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