How We Help You
What Sets Us Apart
- Objective Independence - Your Resource advisor is independent and not employed by a bank, insurance company, mutual fund or brokerage firm. We research the wide array of financial options from many companies and advise you of those that fit your individual needs, thereby avoiding the conflict of interest inherent in many large national firms. This allows us to be objective and put your needs first and foremost.
- Your Questions Answered - Will I be able to enjoy retirement? Will my money last? How do I pay for my children's college education? How can I reduce my taxes? What can I do to provide for my family and preserve the value of my estate? How do I make the right investment choices in my 401(k)?
- Education - We believe in empowering our clients with knowledge about investments and successful money management. We are the founders of comprehensive financial education workshops with over 2 million attendees nationwide. We have been teaching financial planning courses at local area colleges and businesses since 1977. Our current course, The Complete Financial Management Workshop, is offered each term at several Portland Community College locations, as well as major area employers. Please see Classes for our current schedule.
- Customized Planning - Some firms train advisors to record a client's financial data and present a generic financial plan as big as a phone book. We treat our clients as individuals, realizing that no two families have identical needs and goals and no one really fits a standard mold. Our interactive planning and ongoing advice is "real world" and personal, giving you the guidance you need to implement your plan.