The Un-Portal

Leveraging the innovation and security of Microsoft … Welcome to TEAMS!


24/7 access for you and your team. Have an audit coming? We’ll assign a timed login for your auditors access so they have the information they need without disturbing your teams flow. Access expires automatically for security.


All documents are arrange by fiduciary category. Need to find a specific document? Type in the search bar and find your result(s). No more paper files that take up valuable space and take forever to search.

Latest Tech

Microsoft Teams allows us to securely chat, share files, conduct private audio and/or video calls and white board all in one place. Part of the team is working remote? No problem, with teams we always work together efficiently.

When Clear Financial Strategies becomes the advisor to your group retirement plan you will receive an invitation to your TEAMS portal.

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