We build personalized strategies for
Retirement Income Lower Taxes Growth Potential Estate Planning
Protect what you’ve built, plan for what’s next, and move forward with clarity and confidence.
Why Clients Trust Us
- Fiduciary Advice
- Personalized Strategies
- Long-Term Focus
- Local Insight
See How Our Asset Map Can Simplify Your Financial Life
Our Services
Clarity, Confidence & Long-Term Strategy
With decades of experience and a client-first approach, we help individuals and families navigate complex financial decisions so they can protect what they’ve built and plan for what’s next.
- Tax Strategy
- Reduce taxes
- Maximize income
- Plan for RMDs & Roths
- Custom portfolios
- Risk monitoring
- Long-term growth strategy
- High W2 Income
- High Ordinary Income
- Roth Conversion Strategies
- Large Capital Gains
Some Tax Reduction strategies are available through Glastonbury Tax Advisors, LLC, and are not affiliated with Financial Resources Group, LLC
- Avoid probate
- Update wills, trusts, & POAs
- Align assets and beneficiaries
Tax Strategy
Earn More. Keep More.
We help high earners and investors reduce taxes and protect more of what they’ve built.
Success is built on vision, strategy and people!
High W2 Income
Capital Gains
IRA Withdrawals
Pensions & Retirement Accounts
Some strategies require you to become an accredited investor.
Your Time Deserves
a Smarter Financial Plan
More than
70%
of high-net-worth individuals lack a full financial plan
How We Work
We Look at the Whole Picture
We don’t just manage investments. We help protect every part of your plan. Our 21-point checklist uncovers overlooked risks, missed benefits, and legal gaps that could impact your future.
We ensure your durable Power of Attorney works across banks, brokerages, and government agencies.
We help you review homeowners, umbrella, and casualty coverage to avoid costly policy gaps.
We make sure your accounts and policies are structured correctly to protect your legacy.
We check for overlooked programs, protections, or savings opportunities you're eligible for.
About Us
Guiding Wealth with Clarity and Purpose
We help individuals and families protect, grow, and transfer wealth with confidence. As fiduciary advisors, we focus on strategy, not products—always with your goals in mind.
I want to learn more
Experienced Advisors
We bring decades of experience in estate, tax, and investment planning to help you make informed, confident decisions.
Personalized Planning
Every strategy is built around your goals, assets, and family priorities to ensure your plan fits your life.
Proactive Guidance
We simplify complex topics with straightforward advice and provide ongoing guidance when you need it most.
Trusted Relationships
Our focus is on long-term partnerships built through trust, transparency, and consistent support.
Our Vision
We add value by understanding your goals, leveraging decades of experience, and building strategies that last.
Our Focus
We focus on protecting your wealth, reducing risk, and building strategies that stand the test of time.
Our Approach
We combine personal insight with proven financial principles to deliver plans that are both smart and actionable.
Our Experience
Decades of advising high-net-worth families have taught us how to simplify complexity and deliver lasting results.
Start With What Matters Most to You
I Need to Protect My Wealth
Your financial plan isn’t complete without protection. We help you safeguard what you’ve built through proper titling, legal alignment, and smart strategies to minimize risk and avoid probate surprises.
Estate Plan Review
Ensure your will, trust, and POA are up to date and built to avoid probate.
Asset Protection Strategy
Structure your accounts and property to reduce exposure and preserve value.
Legacy Planning
Create a plan for how your wealth transfers to the next generation—clearly and tax-efficiently.
I Want to Reduce My Taxes
Tax planning should begin long before tax season. Whether you’re managing retirement income or repositioning investments, we help you reduce your tax burden with proactive, personalized strategies.
Tax Reduction Strategy
Tax-Efficient Withdrawals
Minimize taxes on retirement income with smart distribution strategies.
Roth Conversions
Take advantage of lower tax years to reposition assets for long-term growth.
Income & Capital Gains Planning
Strategically manage how and when you recognize income to reduce your tax burden.
I’m Planning for Retirement
Retirement should feel like freedom, not guesswork. We design income and care strategies that help preserve your lifestyle, time your benefits effectively, and prepare for future needs without overspending.
Retirement Income Planning
Turn your savings into steady, tax-smart income that lasts.
Social Security Optimization
Get the most out of your benefits with timing strategies tailored to you.
Long-Term Care Preparation
Explore funding options for in-home or extended care—without overpaying for insurance.
Our Clients
Real Results.
Trusted Performance.
See the long-term impact of strategies built on clarity, trust, and decades of experience—measurable results that speak for themselves.
30+
Years of Experience
Decades advising families on estate, tax, and investment strategy.
100+
Satisfied Clients
Serving individuals and families across the Northeast with personalized plans.
$500
Million Assets Guided
Helping clients protect, grow, and transfer generational wealth.
95%
Client Retention Rate
Our relationships last—because the results do too.
$1B+
In Legacy and Tax Planning Impact
Strategies that preserve wealth and minimize unnecessary loss over time.
Daniel Foster
COO, Horizon Retail Group
Scaling our business felt overwhelming until we partnered with this team. They conducted a thorough market analysis, identified growth opportunities, and helped us expand into three new markets without disrupting our operations.
Their structured, step-by-step approach made the entire process seamless, and their insights continue to shape our long-term success.
45%
Revenue Growth After Expansion
Maria Sanchez
CEO, TAX Com
We were struggling to streamline our operations and keep up with demand. Working with this team changed everything. They assessed our workflow, pinpointed bottlenecks, and implemented smart systems that saved us hours every week.
Their strategic guidance didn’t just fix problems—it empowered our team to perform at a whole new level. We’re now more efficient, responsive, and ready to scale.
30%
Cost Reduction Through Process Optimization
John Wolfar
CEO, Credi Goo
Before we connected with them, our digital presence was inconsistent and lacked direction. Their team took the time to understand our brand, refined our messaging, and rolled out a cohesive strategy that elevated our online visibility.
The results were almost immediate. Engagement grew, conversions followed, and we finally feel aligned with our audience.
3x
Faster Market Expansion with Our Growth Strategy
What Our Clients Say
Get in Touch
Let’s Talk About What Matters Most
Have Questions About Your Financial Plan?
Fill out the form or give us a call to start a conversation. We’re here to help you plan smarter and move forward with clarity.
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Thought Leadership & Podcast
Expert Guidance. Real Conversations. Smart Planning.
Explore financial strategies, client stories, and episodes of the On The Mark Podcast. From retirement to tax planning, it’s all about helping you move forward with clarity.
Gary Byron interviews Mark Pappa, CIO-IAR of Financial Resource Group, LLC, on strategies to help high net worth clients and business owners reduce their taxable income to pay less in taxes.
Gary Byron from WDRC Talk of Connecticut interviews Mark on ways to maximize your Social Security income. Mark also discusses the Institute of Untaxable Wealth, highlighting the ways he helps retirees minimize their tax bills.
Gary Byron interviews Mark Pappa who discusses real strategies to help retirees to pay less in taxes during retirement.
Gary Byron talks with Mark Pappa about tax strategies, some of which have been on the books for decades, to help people lower their tax bills. #QOZ #1031# #IRC 351# IDC #Capital Gains
Gary Byron interviews Mark Pappa, CIO-IAR of Financial Resource Group, LLC, on strategies to help high net worth clients and business owners reduce their taxable income to pay less in taxes.
Gary Byron from WDRC Talk of Connecticut interviews Mark on ways to maximize your Social Security income. Mark also discusses the Institute of Untaxable Wealth, highlighting the ways he helps retirees minimize their tax bills.
Gary Byron interviews Mark Pappa who discusses real strategies to help retirees to pay less in taxes during retirement.
Gary Byron talks with Mark Pappa about tax strategies, some of which have been on the books for decades, to help people lower their tax bills. #QOZ #1031# #IRC 351# IDC #Capital Gains
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