What's happening at Resource

Resource Financial Planning in Portland proves financial
planning can still be fun!


On August 4, 2015,  Resource Financial Planning, Inc. (RFP) hosted their Fun in the Sun Summer BBQ with food, golfing, raffles and lawn games at the Stockpot Broiler. Over 120 were in attendance, with attendees ranging from age two to ninety-five. Guess financial planning is important at every age!

Before a buffet dinner catered by the Stockpot Broiler, attendees either made their way to the driving range to golf with the pros or participated in a variety of lawn games.

RedTail Golf Course's pro staff was on hand to offer tricks and tips to anyone willing to show off their skills. 

“The clients really enjoyed having the chance to talk with the golf pro.  They thought it was a real bonus and will help them step up their game,” said Steve Woods, owner of Resource Financial Planning, Inc. “It was also nice to spend time with my clients outside of the office, and even better, on a beautiful golf course!”  

While competition heated up, the weather stayed cool with an occasional wafting breeze. Dessert and raffle prizes were handed out around 6:30 PM, and 13 winners were called!  Cesar Feraren took home $50 to Morton's Steak House, 

Warren Tyler won two tickets to OMSI and Meg and Tim Convery walked away with $50 in restaurant gift cards, just to name a few of the giveaways. 

Resource Financial Planning has been in business for 33 years, and enjoys putting on client appreciation events.  “The turn out was fantastic, and we were delighted to show our clients, and the community, how much they mean to us,” said Laura Holcombe, a senior advisor at RFP. 

Resource Financial Planning is a local independent company. At Resource Financial Planning, Inc. we believe education is a key component to helping you understand the world of investments, markets and economic fundamentals. Give us a call for any questions you may have. 

Resource Financial Planning Staff