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"Happiness is the foundation for health, hope, and even more happiness."

Financial Advice Shouldn't Be Complicated.   

<strong>Why us?</strong>

Why us?

At Clear Resource Group, we are passionate about taking the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, or preserving your assets in retirement, our personalized service focuses on your needs, wants, and long-term goals.

Our very reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family members struggling to find the help they needed to map out their financial future. We are confident that, with your understanding of your financial position, coupled with our training as financial professionals, we can help you better prepare for the future.

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 you

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Portfolio Management Services

Financial Planning

Small Business Consulting

Retirement Plans

Who We Are

Kirk Matteson, CPA

Kirk Matteson, CPA

Managing Member & Investment Advisor Representative

Kim Atkin

Kim Atkin

Director of Client Service

Clarke Long

Clarke Long

Financial Advisor Representative

We’d love to hear from you!

Thank you!