Lucas Flores, Financial Planner, Resource Financial Planning, Inc.

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Portland, OR
Lucas Flores, Financial Planner, Resource Financial Planning, Inc.

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Lucas Flores, Financial Planner, Resource Financial Planning, Inc., Financial planner, 10300 SW Greenburg Road, Portland, OR.

01/27/2025

To protect your business and grow your asset, focus on minimizing risk, growing value, and prepare to cash out when you're ready. I can help. Let's connect.

01/22/2025

The age friendly institute found that financial concerns rank highest on list of stressors for older Americans. Let’s see if adding an annuity can simplify things while adding reliability to your plan.

01/15/2025

The goal: to protect your savings from taxes, inflation, and market volatility.
A potential solution: Rolling over some of your retirement assets into a fixed annuity. Let’s talk about how.

01/13/2025

2/3 of business owners say they will rely on the proceeds from the transition of their business to fund their retirement. Let's talk about your plans.

01/06/2025

Are you a family-first business or a business-first family? Knowing what drives you can help inform your plans for the future. Take the business owners quiz to find out: https://massmutual.jebbit.com/kgq5ize3?draft=true.

12/19/2024

It’s important to understand where you stand when it comes to your retirement. Let’s get together and use this retirement calculator to determine if your retirement goals are on track: https://www.massmutual.com/financial-wellness/calculators/retirement-income-gap-calculator.

12/17/2024

Women generally have more anxiety around saving, and for good reason - women typically live longer, earn less, and are more likely to sacrifice their own financial well-being to support their loved ones. Let’s make sure you’re making the right moves to reach your goals.

12/11/2024

Regardless of when you decide to retire, you should have a plan that helps cover your expenses. Let’s make sure your retirement income can cover your spending.

https://blog.massmutual.com/retiring-investing/soaf-retire-early?

12/09/2024

When there’s an opportunity to expand your business through a merger or acquisition, you need to be ready. I can help position your business for success with access to flexible business financing solutions designed to fuel your growth.

12/04/2024

https://blog.massmutual.com/retiring-investing/annuity-history-quiz.

Everyone has different ideas on what makes for a strong retirement. Let’s talk about your ideal plan and see if an annuity can improve your retirement outcome.

11/25/2024

What do you need to grow your business? Chances are, it’s not a one size fits all solution. I can help you strengthen your business with access to flexible financing solutions unique to your business needs.

11/21/2024

Today's employees are looking for more customized benefits packages. But that can be costly. We can help you create an attractive baseline benefits package without blowing the budget. Learn more: https://bit.ly/4hWnWAy

Address

10300 SW Greenburg Road
Portland, OR
97223

Telephone

+15038575859

Website

https://www.resourcefinancial.com/

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