Goals-based web portal, updated daily,
online advisor support
Unlimited Accounts & Goals
Independent recommendations for your employer 401(k), 403(b), SIMPLE, SEP, and other plans
Tie an account to one goal or many
Hold your accounts anywhere
Recommendations that update daily
Virtual advice reviewed by our qualified advisors today...
a human advisor if you need more tomorrow.
Online, automated investment guidance from a human advisor™
Just a few of the places we can provide specific portfolio recommendations for:
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Vanguard
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Scottrade
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Fidelity
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Charles Schwab
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E*Trade
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Chase
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Merrill Lynch
Or any other investment firm you would like...
What is Clear.Investments?
A service... not a product
Guidance... not management (though, we can manage some accounts for you if you like)
A holistic view of you and your portfolio and opportunities (we don't view you as an account)
Goals-based investing that provides an investment strategy meaningful to you
We offer investment guidance...
based on a solid philosophy...
for a portfolio that fits your financial goals...
over all of your accounts, wherever you choose to hold them.
Easy to follow action plan that updates every day...
Holistic View
We take a holistic view over all of your investment accounts and opportunities before providing investment recommendations. Utilize the best options in your 401(k), and supplement it with a Roth IRA, IRA, or other savings.
You maintain control. Keep your accounts where you like.
Goals-Based
Your savings may include goals beyond retirement... college savings, a home downpayment... input as many as you like
Tie an account to a specific goal, or use it to fund all of your goals
Human Advisor
Our software follows the same philosophy we use with our financial planning and wealth management clients
You receive online access to a human advisor for questions we can answer...
and more complex services are available on an a la carte basis as you need them...
Independent Advice
As an independent registered investment advisor Clear Financial Advisors receives no compensation from product providers. We provide guidance based on our analysis of your options without the typical conflicts advisors have with selling a product or management service.
Our advisors are credentialed, experienced, and respected in the profession. We are frequently quoted in the national media, and have contributed as investing and retirement experts to various publications.
You Maintain Control
Our portal provides us with a view-only access to your employer accounts. We provide you with recommendations, you make the changes. We have no access to your accounts.
Integrated Guidance for Your Outside Accounts
Your investment choices should be coordinated with accounts you hold elsewhere. We provide advice over all of your accounts - all online.
About Us
We are the 401(k) and 403(b) experts.
