Current Clients receive a discount on financial planning virtual meeting services for financial planning, investment, and tax services. If you have any questions about the services or would like to discuss your personal concerns please send us a note!
Portfolio Structure Analysis
A more detailed review and phone call to cover our investment strategy, structure of accounts, and portfolio savings plan.
Includes planning for current and future taxes in the structure of the portfolio.
$150
Getting Started
While you may not believe you have much to plan for when starting out it is important to make sure you begin on the right path with proper protection and a solid savings strategy.
Includes savings analysis, income tax planning, and insurance review.
$250
Retirement Mapping
Ideal for those wanting to model retirement, our retirement mapping services provides a review of the long-term integration of taxes, retirement, and investment plans.
$350
Retirement Income Plan
Where will you draw your retirement needs from?
This service will layout the income plan. The plan for generating income should begin 5-10 years before income starts.
Includes Social Security Maximization analysis.
$350
Clear Financial Advisors offers holistic wealth management and fee-for-service financial planning, investment, and tax services.
Our credentials include:
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2013 PlanPlus Global Financial Planning Awards finalist
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Investment expert and writer for Forbes, US News & World Report, Yahoo!Finance, FPA, and FiLife (a defunct IAC/Dow Jones joint venture)
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NAPFA, Garrett Planning Network, and Financial Planning Association member
Services include:
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Comprehensive wealth management
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Hourly financial planning
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Investment planning and management
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Portfolio review
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Tax planning and strategy
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Estate planning
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Benefit and protection planning
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Personalized retirement planning
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Retirement income planning
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Education and college financing planning (analysis of college savings strategies including 529 plans, Education Savings Accounts)
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Social Security planning