Structured Financial Competitors

Capital Partners® was formed in 1982. Since then, its principals have invested in more than eighty companies. We believe in doing what we say we will do and being patient and disciplined investors who support exceptional management teams as they develop their businesses. On average, we have held our investments for over five years and have supported management through the acquisition of complementary businesses. As supportive capital partners to exceptional management teams, together we have created substantial value. In November of 2017, we closed our most recent fund, the Capital Partners Private Equity Income Fund III. This fund is uniquely able to fund low-leverage buyout equity investments, perpetuate private-company tax-efficiency, and create a growing income stream for managers and investors.

Our Mission Synergy Financial Partners is changing the way Americans plan for their financial future! Our Vision To Change the way Americans Save for Retirement SFP is committed to change the way today’s families save for retirement. We accomplish this by bringing them REVOLUTIONARY products and concepts, delivered by a sales force of CRUSADERS who are passionate about educating and empowering consumers. To Protect Assets and Create Wealth for Families Whether the goal is protecting your family, saving for retirement or building tremendous wealth, SFP has a track record of helping people make their dreams come true SFP is a company focused on creating wealth for our clients. SFP provides a diversified product portfolio that enables our clients to protect their assets while providing a great alternative when saving for retirement. Speak with your SFP agent today about our exclusive "Financial Compass." Your SFP Agent will perform a complimentary analysis to educate, empower and recommend what is best for you based on where you are, and more importantly, where you are going! SFP Addresses the four major areas to focus on to ensure your family is protected and your future dreams are secure.

10300 SW Greenburg Rd Suite 200 Portland, Oregon 503-245-3110 Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Resource Financial Planning, Inc. is not a registered broker/dealer or investment advisor and is separate and independent from Osaic Wealth, Inc. For full disclosures, please visit our website at www.resourcefinancial.com.