Jason Lina| MBA, CFA®, CFP®
Resource Planning Group
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Atlanta, GA 30328
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Jason Lina is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ with over 15 years of professional experience in the financial services industry. Jason earned his MBA from the Tuck School of Business at Dartmouth College and received his undergraduate degree (BA, History) from Davidson College.
His passion as a financial planner is helping families with young children through this complex, important, and time-constrained stage of life. That means
- coordinating items such as tax planning, investments, college planning, budgeting, and estate planning in one place;
- accommodating early morning or after hour meetings;
- not setting fee schedules that ignore mid-career professionals;
- simplifying difficult concepts;
- helping prioritize the most important near-term needs;
- delivering through technology; and
- providing peace of mind.
In his role at Resource Planning Group, he helps clients to simplify their financial lives and make informed financial decisions. This involves establishing a dynamic financial plan that then is used to help make decisions on a range of issues including tax and estate planning, insurance evaluation, college planning, and portfolio construction.
Founded in 1991, Resource Planning Group, Ltd. provides wealth management and financial planning solutions. We serve families, entrepreneurs and executives through all stages of life: mid-career, late-career, and retirement.
We are a small, robust firm offering a very different experience from large financial institutions. Our clients become family to us, as we create long-lasting, personalized relationships for providing truly tailored financial guidance.
As a Fee-Only® Registered Investment Advisory firm, RPG provides 100% Fee-Only® services. We do not sell insurance, annuities or products. We accept no commissions on products, referral fees or any other compensation from third parties.
Our objectivity benefits you as the client, because we are 100% focused on the active, comprehensive management of your financial future. Our compensation is a percentage of assets under management, and all planning work is included in this fee schedule.