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.
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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