MISSION, HISTORY & VISION
Clear Financial Strategies was originally founded under the name of our sister company, Wealth Preservers, before it was established as a separate fee-only RIA in 2006. Each of the company principals have more than 30 years of financial industry experience ranging from broker to advanced markets consultants, ERISA specialists and Wealth Management Advisors.
During our tenure, we have witnessed, first hand, the conflicts of interests, commission sales abuses, hidden fees and every other unethical practice in the financial services business. Out of that experience, our founder, has produced a white paper regarding business retirement plan risks as well as an eBook on the conflicts so common on Wall Street. Both are available upon request.
Clear Financial Strategies provides small to mid-sized businesses; the owners, executives, and families, a fiduciary process to enhance their opportunity for financial success. As a fee-only Registered Investment Advisory (RIA) firm we avoid the common conflicts of interest that are so prevalent in today’s financial marketplace.
Most of today’s larger investment firms are focused on the interests of their shareholders or firm. Rather than copying their model by receiving commissions, revenue sharing, spreads or any other forms of compensation from a third party, we have chosen to sit on the same side of the table with our clients.
Our only loyalty is to our clients, our sole source of compensation.
Did you know that you have a choice in the way you pay for financial services that could dramatically impact your bottom line? For example, a Registered Investment Advisor (RIA) receives no compensation for securities transactions like a traditional broker. Instead, an RIA is compensated on a small percentage of the value of the account(s) managed. In this way, the RIA’s interests are aligned with yours. The more money you make the more the RIA makes and, to us, that just makes sense.
THE DIFFERENCE BETWEEN RIAS AND BROKERS
Discover why we have been listed in Chicago Magazine as one of the top financial services firms in Chicago since 2012.
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