Wealth Management
As fee-only, fiduciary advisors, we have no product to sell or proprietary “account solution”. We take a comprehensive approach to wealth management with a goal of ensuring all aspects of your financial life are working together toward your goals. This means considering the allocation of all accounts, whether or not we manage the assets. We’ll look at business assets, 401(k)s, IRAs, insurance coverages and more as we establish custom investment, tax planning and risk management strategies to meet your needs.
We value the strength of a great team.
We also work with outside advisors, such as CPAs, Estate Planning Attorneys and Insurance Agents to help ensure your financial life is well cared for from end to end.
Planning
Our comprehensive financial planning services provide a clear roadmap to achieve your financial goals. This includes cash-flow planning and budgeting, tax planning, retirement and education planning, and estate planning to protect your legacy and ensure your assets are distributed according to your wishes.
Investment Management
Our investment management services focus on designing and managing a tailored portfolio. We utilize disciplined investment strategies to balance risk and return, ensuring your investments are aligned with your long-term objectives and helping you build and preserve wealth.
Risk Management and Insurance
Protecting your wealth is crucial. Our risk management and insurance planning services identify potential risks and implement strategies to mitigate them. We offer comprehensive insurance planning to protect your assets, income, and overall financial well-being.
Specialized Planning
We cater to unique client needs with specialized planning services, including workplace benefits strategies to optimize employee benefits and charitable planning to support your philanthropic goals. Our personalized solutions integrate all aspects of your financial life.
Take Control of Your Financial Future.
Ready to take the next step towards financial clarity and success? Contact Clear Financial Strategies today to schedule a consultation. Our team of experts is here to help you achieve your financial goals with personalized strategies and unwavering commitment to your best interests.
Clear Financial Strategies, LLC, an unaffiliated and separate legal entity, offers investment advisory services through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. SEC Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Clear Financial Strategies’ website and its associated links offer news, commentary, and generalized research, not personalized investment advice.
Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a professional before implementing any investment strategy.
Business Continuity Plan
- ©2024 All Rights Reserved
- Privacy Policy
- Terms of Use