Broker Check

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.

<p>The Business Cycle</p>

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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<p>Should You Invest in Exchange Traded Funds?</p>

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?
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<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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<p>Consider These 3 Things Before Driving Off the Lot</p>

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.
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<p>Do You Owe The AMT?</p>

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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