Resource Financial Planning, Inc. (RFP) is a financial planning and wealth management firm based in Portland, Oregon. As independent fiduciaries, they do not work for banks or insurance companies and focus on aligning clients' financial resources with their core values.
Their services include investment management, financial planning, retirement planning, estate planning, insurance, tax strategies, and lifestyle financial guidance. They serve pre-retirees, retirees, wealth builders, and individuals experiencing life transitions.
Independent fiduciary - not affiliated with banks or insurance companies
Personal approach - genuine care for clients and their families
Collaborative team of highly knowledgeable staff
Objectivity - success measured by client success
Over 40 years of experience
Services
Investment Management
Develops investment strategies unique to client goals, risk tolerance, and time horizon. Provides guidance on asset allocation, diversification, and investment selection while managing risk.
Asset allocation guidanceDiversificationRisk managementPortfolio construction
Financial Planning
Comprehensive financial planning that combines investment management with strategic planning to help clients achieve their financial goals.
Personalized financial plansGoal-based strategyOngoing review and adjustments
Retirement Planning
Helps clients plan for retirement, including maximizing retirement income, protecting legacy, and determining when to collect Social Security.
Retirement income strategiesSocial Security timingLegacy planningLong-term care planning
Estate Planning
Manage personal affairs while alive and control the distribution of wealth upon death.
A well-structured insurance strategy to help protect loved ones from the financial consequences of unexpected events.
Risk protectionFamily financial security
Tax Planning
Understanding tax strategies to potentially help clients better manage their overall tax situation.
Tax strategy developmentTax optimization
Credentials & Certifications
FINRA BrokerCheck
SIPC
Osaic Wealth, Inc. - Registered Investment Advisor
Reviews
Rating
5
★★★★★
Reviews
1
"On-site services"
Frequently Asked Questions
Why should I work with Resource Financial Planning? +
Clients work with them for their personal approach, collaborative team, and objectivity. They are committed to building long-lasting relationships based on trust, open communication, and mutual respect. They have been doing this for over 40 years.
Are you a fiduciary? +
Yes, they always strive to act in the best interest of their clients.
Are my assets safe with you? +
Resource Financial Planning does not take custody of assets. They use third-party custodians. Brokerage accounts have SIPC insurance up to established limits.
How will we meet? +
They offer in-office meetings, virtual meetings, and phone appointments.
How often will we meet? +
Typically annually to review strategy, but life circumstances may warrant more frequent meetings.
What is your investment philosophy? +
Investments are a tool to achieve a specific outcome. They design portfolios geared towards goals, risk tolerance, and time horizon, focusing on diversification, asset allocation, taxes, and costs for long-term results while minimizing risks.
How do you charge? +
For most situations, they charge as a percentage of assets under management with breakpoints at certain asset levels. They also offer flat fee financial planning and other arrangements in certain circumstances.
5.0
