Verified recordInvestment Management

Laura Holcombe

Financial Advisor at Resource Financial Planning, Inc

Based in Portland, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Portland

Industry

Investment Management

Company size

18

Contact information

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Email

1 credit

l•••••••@resourcefinancial.com

Phone

5 credits

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Background

About Laura Holcombe

As a Wealth Manager, I specialize in working with professionals who have a comfortable income but aren’t sure if it is enough to move onto the next stage of their life. Can they really give up their day job and do what inspires them, are they ready both emotionally and financially? They are stressed about their job, and they are stressed about their future. They want to be able to move beyond the box they are in and move into a time of more freedom and more opportunities. They have been saving and putting away their hard-earned money for decades and now they have to start pulling that money out. That thought actually terrifies them to the point that they do nothing, they continue to plug away hoping to build their nest egg to some undetermined amount. Let us help you figure out what that ‘undetermined’ amount needs to be. Let us help you figure out what your ‘freak out’ number is (how much you need to have set aside during market ups and downs, so you don’t ‘freak out’ and worry that your money won’t last). At Resource Financial, we understand that money doesn’t come with instructions. We break down the financial jargon and help you understand what is important to you. Are you really spending your money on what is important to you or are you spending your money on stupid stuff that doesn’t speak to who you are or who you want to become? If you figure out your spending, you figure out your future. Let that sink in. Let’s work together to master your finances and finally get you where you want to go! Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/ SIPC. Resource Financial Planning is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

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