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Welcome

At Clear Resource Group, we strive to help clients reach their goals by concentrating on what we do best: Dynamic Financial Planning. We are a fee-only financial advisory firm based in Portland that provides our clients with a suite of financial advice centered on portfolio management.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us at (503) 227-9800. We look forward to hearing from

What We Do Differently

Our style of financial planning approach offers a process that is much different then the ‘traditional’ financial planning practices that rely on tedious, data-gathering meetings upfront, to develop a stand-alone financial plan that is not annually reviewed or (if ever) updated.  Instead, we help coach clients on figuring out their most important goals over time, discussed through frequent chats and meetings designed to help keep clients both on track and, more importantly,  involved in the whole process.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.
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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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