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Wealth management is much more than a financial plan and an investment portfolio. It is the art and science of seeing the bigger picture as it relates to our clients’ goals and assuring that all of the separate components work together in the direction of those objectives, in the most efficient manner possible.

Our team of professionals will address not only your financial plan and investment portfolio, but also your business assets, corporate retirement plan, risk management, and tax planning. Your financial situation is unique, which is why we will provide our team of specialists to fit your needs.


Would you plan a trip around the world based on information from 30 years ago? Following a static financial plan to guide you toward your goals is just as perilous. Our systems are updated with the latest financial data every business day the financial markets are open. 



If you were sold a variable annuity you may be wondering about the costs. Disclosure by brokers is not required and finding accurate information can be very difficult to find. Did you know your total annual costs could be as high as 6%?! 


We have a solution that could lower that expense to as little as 1.79%.


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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