Clear Solutions to Complex Financial Challenges
At Clear Financial Strategies, our expert team offers personalized solutions for employer sponsored retirement plans, wealth management, and business exit planning. As fiduciaries, we are committed to acting in your best interest every step of the way.
Wealth Management
Business Exit Planning
Your best interest first, in all situations.
At Clear Financial Strategies, our leadership team leverages more than 100 years of combined experience to help business owners, executives, and families achieve their long-term financial goals. As a fee-only fiduciary advisor, we put our clients’ best interests first, at all times and in all situations.
When you work with Clear Financial Strategies, you can be confident you’re working with a trusted advisor whose help can’t help but simplify your financial life by implementing innovative solutions to help solve your challenges. All delivered with the utmost clarity and integrity.
Who We Serve:
Business Owners
Successful Families
Business Executives
Retirees
What Our Clients Say...
Allen Bronton goes the extra mile to make sure we have all the information we need to make decisions for our company plan. He is both friendly and professional. We highly recommend Allen Bronton and Clear Financial Strategies, LLC.
We have been lucky enough to have worked with Allen Bronton at Clear Financial for many years. We have always felt like he treated us as he would a member of his family. He presents all sides of a financial recommendation and is great at answering all our questions.
Allen continues to provide excellent, personalized service to our company. Taking care to keep our goals for the plan in line and listening to our needs.
Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Clear Financial Strategies, LLC are not affiliated.
Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.
IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.
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