Business Owners

As a business owner, you face unique financial challenges in managing the complexities of your personal and professional finances. Not only do you want to provide for your own family, you also want to provide for your employees’ families while supporting the growth of your business. Add to that a complex tax situation and uneven cash flow, and managing your finances can quickly become overwhelming.

At Clear Financial Strategies, we understand the challenges you face, and we’re here for you. We strongly believe American-owned and operated businesses are the backbone of our country’s freedom, exceptionalism, innovation and security. That’s why we strive to serve as an advocate for small and mid-sized business owners.

01

We help with establishing and maintaining benefits and retirement plans to meet the specific needs of your employees

02

Coordinating business arrangements, such as buy-sell agreements, business valuations, exit planning, Key Person Arrangements, etc.

03

Executing custom cash flow and liquidity and business value acceleration strategies

04

Implementing tax-efficient growth strategies

We work with various professionals to integrate solutions related to insurance and benefits planning, business valuation, estate planning, accounting and more. We serve as your financial quarterback to help ensure all aspects of your personal and professional life are working together to achieve your goals.

(844) 372-5900

90 Fort Wade Rd
#100
Ponte Vedra, FL 32081

Monday-Friday,
9:00am to 5:00pm

Clear Financial Strategies, LLC, an unaffiliated and separate legal entity, offers investment advisory services through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. SEC Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Clear Financial Strategies’ website and its associated links offer news, commentary, and generalized research, not personalized investment advice.

Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a professional before implementing any investment strategy.

Form CRS
Firm Brochure

Business Continuity Plan