Services2018-02-09T20:54:28+00:00

We’re no fortune tellers. But we can make the path forward a little more clear.

CONTACT US

A CLEAR AND PRECISE PROCESS

Seemly small financial decision can have a significant impact over time. With all the information available and complexity in financial decisions today, it’s important that you handle them in the most efficient order. Our four step process walks you through your financial decisions in a way that puts you in the very best position to achieve success.

Clear Wealth Philosophy

THE RIGHT TOOLS. THE RIGHT SOLUTIONS.

Need help getting organized? Wish you could have single login for all your financial institutions? Our exclusive tool, The Living Balance Sheet®, helps you aggregate your financial accounts so you can save your precious time. The program also allows for simple file storage for important documents like wills, insurance policies, even family photos and videos.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian. 2017-45021 Exp 9/19

COMMUNICATING THE COMPLICATED

We promise: Never to use financial jargon or acronyms. To explain things as thoroughly as possible with no more words than necessary. To break down even the most complex concepts in a way that you will understand and be able to explain to someone else.

PROBLEMS WE SOLVE

  • Am I saving enough for retirement?

  • What’s the best way to fund college for my children or grandchildren?

  • Do I need life insurance? If yes, how much?

  • Does my financial plan still work if my income stops?

  • What’s the most efficient way to draw income from my nest egg?

  • How does my pension election at work impact the rest of my assets?

  • How do I prepare my estate for my heirs?

  • How do I prepare my heirs for my estate?

  • How do I attract and retain key employees?

TOOLS WE USE

  • Stocks, bond, mutual funds, etfs

  • Fee based investment management

  • College savings plans

  • Life insurance

  • Disability insurance

  • Long Term Care insurance

  • IRA’s, Roth IRA’s, SEPs, SIMPLEs, 401(k)s

  • Executive carve out benefits

  • Employee financial wellness education