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.
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We help with establishing and maintaining benefits and retirement plans to meet the specific needs of your employees
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Coordinating business arrangements, such as buy-sell agreements, business valuations, exit planning, Key Person Arrangements, etc.
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Executing custom cash flow and liquidity and business value acceleration strategies
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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.
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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