Resource Financial Planning, based in Portland, Oregon, is an independent, fiduciary firm dedicated to helping individuals and families achieve financial clarity and confidence through personalized planning and investment strategies. Founded in 1982, the firm offers comprehensive services including retirement planning, tax optimization, estate planning, and customized investment management.

Their team of experienced advisors collaborates closely with clients to develop tailored financial plans aligned with individual goals, risk tolerance, and life circumstances, ensuring adaptability as needs evolve. Emphasizing transparency, integrity, and long-term relationships, Resource Financial Planning provides ongoing support, behavioral coaching, and coordination with other professionals to guide clients through every stage of their financial journey.