Broker Check

Services

At Clear Resource, we bring your future into focus and build pathways to that future. We do that by listening to you carefully, organizing your information, and communicating with you in a fashion that makes complex financial matters understandable.


When we thoroughly understand your goals and means, we can provide you, your family, and your business with solutions that work.

Investments

ETFs (Exchange Traded Funds)

Individual Stocks

Index Funds

Closed-End Funds

Certificate of Deposit (CDs)

Bond Ladders

Municipal Bond Funds

Financial Planning

Asset Management Planning

Cash Flow Planning

Distribution Planning

Education Planning

Estate Planning

Insurance/Risk Management Planning

Retirement Planning

Small Business Planning

Tax Planning


Small Business Consulting

Business Retirement Plan Consulting

Succession Planning



For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Office Manager's Email: katkin@clearresourcegroup.com  | Office Phone Numer: (503) 227-9800