Resource Financial Planning, Inc.
Run a free full auditContact Information
-
Address
Financial planner · · 1 Lincoln Center, 10300 SW Greenburg Rd #200
Portland, OR 10300 -
Phone
(503) 245-3110 -
Website
resourcefinancial.com
Location
About Resource Financial Planning, Inc.
Resource Financial Planning, Inc. is a financial planner in Portland, OR. They help clients plan and manage their money for the future, specializing in wealth management to pursue personal passions. Their services include investing, planning, and taking control of finances. With a 5.00 rating, they serve individuals looking to retire comfortably or save for college.
At Resource Financial Planning, their approach is centered on understanding each client's unique situation, aspirations, and values. They prioritize long-lasting relationships built on open and genuine communication. Their seasoned advisors work closely with clients to align financial resources with core values, empowering them to focus on what matters most in life. The team offers personalized attention and support, ensuring that clients feel cared for and understood.
The business is known for having thorough, well-documented information available online, making it easy for potential clients to find detailed and reliable information about their services and approach.
Resource Financial Planning stands out as a trusted financial planner in Portland by offering personalized care and support, helping individuals manage their finances with confidence.
Services:
- Estate Planning
- Insurance Advisory
- Investment Management
- Retirement Planning
- Tax Planning
Score Summary
BizScoreAI scanned the website resourcefinancial.com on June 20, 2026. Resource Financial Planning, Inc. has a BizScore of 54 out of 100.
- AI Visibility38 out of 100
- SEO62 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 10 of 30 points, AI Trust Signals 15 of 20 points.
Website audit sub-scores (out of 100): On-Page 68, Technical 85, Performance 63, Content 33.
Strengths: 6 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 7 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (failed), Organization Schema (warning), Speakable Schema (warning), AI-Parseable Headings (warning), Author Signals (warning).
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Browse: Businesses in Portland, OR · Financial Planner in Oregon · Businesses in Oregon
AI engine reads
Read by AI engines 5 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Resource Financial Planning, Inc.
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