About
Osaic FA's overriding philosophy - the one that distinctively defines the way we do business - is "Serve First, Last and Always."
Our "Serve First" philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.
We are a division of Sagemark Consulting, a member of Osaic FA. Our affiliation with Osaic FA provides depth, stability and significant resources to our advisors and clients.
e are an ensemble organization of experienced financial professionals representing Osaic FA. The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic FA. The Resource Group members are located throughout the United States, including Alaska, Hawaii and the Commonwealth of Puerto Rico. We are an elite group of planners within Osaic FA, which allows us to act objectively to meet the growing spectrum of needs expressed by our sophisticated clientele.
The Resource Group™ empowers our members to maximize the value, knowledge and expertise we provide our clients so they can derive exclusive solutions and strategies that provide them the opportunity to potentially achieve wealth preservation, growth and transfer as appropriate to their identified objectives and preferred techniques.
Over 120 members strong, Resource Group qualified advisors collectively represent unique specialties within the financial services profession, and thus we collectively can meet the many needs that our clients present to us with a level of experience and knowledge.
*The Resource Group (TRG) is an invitation-only, nationwide network of the top planners within Osaic FA.