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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.

<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>What Is My Risk Tolerance?</p>

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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<p>A Penny Saved is Two Pennies Earned</p>

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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<p>Stop Wasting Money</p>

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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