Client Access

Access Made Easy

Chose the role that best suits you!


All the tools to make our AIF® advisors even more successful.


Retirement Plan Participants. Prepare for your lifetime of retirement.


Easy access to your company retirement plan administration information.


If you are just starting to invest or have a small IRA of more than $5,000 this is our discount service.

Private Client

For our business owners, executives and High Net Worth Clients.


Clear Financial Strategies

Clear Financial Strategies provides small to mid-sized businesses; the owners, executives, and families, a fiduciary process to enhance their opportunity for financial success.


Chicago Area

1750 E. Golf Rd, Suite 230 

Schaumburg, IL 60173

Phone: (844) 372-5900


Clear Financial Strategies, LLC is an Independent Registered Investment Advisory Firm. Our Online Privacy Policy can be viewed here. Our Business Continuation Plan Summary is available here.

Investments involve various risks, including the possibility of loss of some or all of your investment. This website and information are provided for educational purposes only and should not be considered financial advice. Consult with your legal and tax consul before implementing any financial strategies.

© 2018 Clear Financial Strategies, LLC, – All rights reserved

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