We specialize in helping people start businesses. From choice of the appropriate corporate entity, filing to incorporate, drafting articles of incorporation, performing income projections, drafting business plans, and filling out paperwork to get you in front of a bank or investor, we can help you get your business off the ground and out of the station with a running start.
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We show our commitment by offering free consultations to potential clients. Give us your problem, and we will research solutions under no obligation. Our mission is to offer our customers the best value for their insurance needs. From our office in Portland, Oregon, we serve customers in the Portland metropolitan area and beyond. We are licensed in Oregon, Washington, California, Idaho, Hawaii, Arizona, Nevada, Colorado, and Montana. We look forward to helping you find the ideal insurance package to fit your needs today and in the years to come. Call us to set up an appointment so we can assess your insurance needs and find the best solutions at the best price.
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Resource Financial Planning, Inc. is a team of financial advisors who are dedicated to helping families and individuals achieve their financial dreams.At Resource we help people consolidate, coordinate and simplify. Many of our clients lead hectic and demanding lives and haven't the time or inclination to organize and manage their financial matters and investment portfolios. They have come to us with 401(k)s, IRAs and other accounts that have been randomly established without a coordinated strategy. Some have changed jobs and don't know what to do with their existing retirement accounts. Other people want to know if they are on track to retire with the lifestyle they desire. Here at Resource, we take a comprehensive look at your individual situation and help you put your financial house in order.
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