Resource Financial Planning

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9115 SW Oleson Rd Ste 303
Portland, OR 97223

Specialties

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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David Sefton is a dedicated mortgage professional with a wealth of experience in the finance industry, specializing in home loans and mortgage solutions. With a strong focus on customer service, David guides clients through the often complex mortgage process, ensuring they find the best products tailored to their unique financial needs and goals.Understanding that securing a mortgage is a significant milestone for many, David takes pride in providing personalized consultations that demystify the lending process. He educates clients on various mortgage options, including fixed-rate, adjustable-rate, and government-backed loans, helping them make informed decisions about their financial futures.With an extensive network of lenders, David leverages competitive rates and terms to deliver optimal solutions. His approach combines thorough market analysis with a keen understanding of each client's situation, enabling him to offer customized advice and support from pre-approval to closing.David is also committed to maintaining open lines of communication, ensuring clients are informed at every step. By fostering trust and transparency, he builds long-lasting relationships with his clients, many of whom return for future financing needs or refer friends and family.Whether you're a first-time homebuyer or looking to refinance an existing mortgage, David Sefton is your go-to mortgage professional, dedicated to facilitating a smooth and successful mortgage experience.
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