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What's Happening At Resource

Gaining Financial Freedom

Achieve independence, security and control over your finances. Learn strategies for passive income, wealth management and personal value-driven decision making.  Gain flexibility and peace of mind to pursue your passions! 

Early Retirement Must Do's 

Learn about tips and tricks to meet retirement goals, personal, financial and investment strategies to get you to retirement sooner! 

Laura Holcombe has been teaching classes for 20 years and is proud to be offering this course at Portland Community College. 
Reserve your seat today!                                                                                                                                                                                                                                                                                          

Annual Shred Event

Resource Financial Planning is teaming up with Shred Northwest, for a free shredding event on 
Saturday, April 13th, 2024, from 9:00 am to 1:00 pm.
It will be a drive-through, drop-off event at 10764 SW Manhasset Dr., Tualatin OR 97062. 

Come rain or shine and bring your boxes and bags of old receipts, tax returns, check registers, insurance statements, etc., and let us take them off your hands. With the help of Shred Northwest, we will securely dispose of your personal documents, on location. There is no need to remove paper clips, staples, or file folders. 
But please make sure there are NO 3-ring binders or binder clips.

Shred Northwest and Resource Financial Planning will also be recycling old computer equipment! Bring your old computer towers, monitors, laptops, keyboards, mice and TVs.

Please remove hard drives or sensitive information that cannot be safely recycled. 

So, start cleaning out those old files and cabinets. We look forward to seeing you in April! 

KGW8 School Supply Drive Breaks Record

This year’s annual KGW8 School Supply Drive was one of the most successful ever!

Resource Financial Planning teamed up again with local news station KGW8, as one of their many donation partners, to collect school supplies for kids in need throughout our local area.

<strong><em><br data-mce-bogus="1"></em></strong><strong><em><br data-mce-bogus="1"></em></strong><strong><em><br data-mce-bogus="1"></em></strong><strong><em>Five bags of school supplies were collected by Resource Financial Planning and delivered to KGW8</em></strong>

Five bags of school supplies were collected by Resource Financial Planning and delivered to KGW8.

While donations are still coming in to KGW8, they have already collected enough donations to send 26,000 students back to school with the supplies they need. A big thank you to our clients who participated, by donating cash or supplies to this important cause to help students in the Portland metro and Southwest Washington area.

 Stay tuned for announcements later this year about our participation in the annual KGW8 Great Toy Drive!

Work hard and enjoy life!

Work hard and enjoy life!

It’s not all work in the Resource Financial office. When we are not taking care of our clients, your RFP team also enjoys getting together outside of the office, enjoying each other’s company while building a stronger team.

We took advantage of one of the last nice days of summer to enjoy Oregon’s beautiful wine country and support our fellow local businesses.