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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>Mutual Funds vs. ETFs</p>

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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<p>Global and International Funds</p>

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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<p>The Latte Lie and Other Myths</p>

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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<p>Keeping Good Records is Good Business</p>

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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<p>Comparing Investments</p>

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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