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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Clear Resource, we believe clients should understand everything that is happening with their money, and that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net-worth investors, to those who are just starting out – and each client receives a personalized allocation strategy. We’ve helped thousands of clients navigate their complex financial needs and have guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money and with as much or as little information as you want.

Whether you’re investing hundreds or millions, at Clear Resource we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

When it comes to your portfolio, you work closely with our Portfolio Management Team at Clear Resource. Learn More

Risk Management

As your Wealth Advisor, we seek to provide protection, guidance, and security. Your peace of mind is our highest priority. Learn more

Tax Planning

With Kirk’s 30-plus years as a CPA, Clear Resource provides additional perspective, insight, and strategies in tax matters that are critical to your financial profile. Learn more

Wealth Planning

As your advisors at Clear Resource, we are drawing on a collective 52 years’ of financial experience. Learn more

Estate Planning

The world of estate planning seems ever changing. Our team of professionals will ensure your estate plan is coordinated with the efforts of your legal counsel and tax professional.  Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*

Personalized Wealth Management

At Clear Resource, our mission is to bring futures into focus and build pathways to those futures. We do that by listening carefully, organizing information, and communicating in a fashion that makes complex financial matters understandable.

We are a wealth-management firm, based in Oregon, with offices in Portland and Bend, serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Our portfolio management team provides focused investment selections that can be blended to meet a client’s special needs and circumstances.

Contact us today, and let Clear Resource help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Partners

Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Portland, OR, Clear Resource has advisors across the state. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Clear Resource’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

weekly market commentary
Market Commentary
Weekly Market Commentary May 20, 2019

The S&P 500 dropped 0.7% last week primarily due to a sharp decline on Monday after the Chinese retaliated against increased U.S. tariffs. The global MSCI ACWI also declined 0.7% as international developed markets increased slightly, but declines in emerging markets pushed the overall index lower. Read more

retirement planning, financial advising, Carson Wealth, Omaha, Nebraska
Blog
Retirement Planning: What Are You Waiting For?

By Jake Bleicher, Equity Analyst, CFA®

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Read more

Financial Advising, taxes, tax refunds
Monthly Newsletter
4 Ways to Make the Most of Your ...

If you’ve worked in business, healthcare, ministry or almost any corporate entity in the last generation, chances are good you’ve taken a personality test – perhaps even a few. You found out you’re an ENFP or an INTJ or an Otter/Lion, or a Steady Wing 2 who needs to focus on your Bright Side. These tests tell you how you digest information, how you play with others and often things you didn’t know about yourself. Read more

Video
Q2 2019 Quarterly Market Update

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor. Read more

News
Wall Street Managers have cost Americans more ...

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Divorce Planning Infographic
Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

Blog post
Weekly Market Commentary
  • Weekly Market Commentary May 13, 2019

    The S&P 500 dropped 2.1% last week as optimism that the U.S. and China will reach a trade deal was beaten down by additional tariffs and accusations of backing away from agreed-on compromises. The global MSCI ACWI slid 2.5%. Read more