Financial Planning

A goal without a plan is just a wish.
~Antoine de Saint-Exupéry
livonia novi ann arbor detroit lansing cfp independent onine financial advice investment manager retirement young professionals
Wealth Management

Financial Planning is often minimized to a product. However, it is a process of regular monitoring that is important toward the success of a plan.

Clear Wealth Management is our holistic planning service that covers all areas of your financial life with ongoing meetings.

We take the time to understand your goals before making recommendations and stay in touch with you as goals and your portfolio changes.​


Click here to learn more.

Clear Financial Reviews

An analysis and recommendations related to a life event or planning topic:     
» Annual check-up                  » Starting to plan    

» Planning for children          » Just married   

» Retirement preparation     » College planning  
» Retirement income plan    » Benefit review


For children / gift options
» Preparing for school        » Gift financial review

Additional and custom planning reviews are also available.

Contact us for a complementary 'Getting Acquainted' meeting to discuss your planning needs.

As-Needed and Real Time Planning

If you just have a few questions, we can hash them out together in Real-Time.

Limited financial planning services are also included in Investment Management relationships.

As-Needed and Real-Time Planning is ideal for employers seeking to incorporate planning into their employee benefits.

ABOUT US

Clear Financial Advisors (CFA) is a Fee-Only Detroit and Ann Arbor fiduciary financial and investment advisor with meeting locations in Ann Arbor / Whitmore Lake, Livonia, Novi, Bloomfield Hills, Troy, Royal Oak, and Franklin / Southfield / Bingham Farms, and serving clients nationally online.

FREE NEWSLETTER

Newsletter members receive:

       Free Clear Investing, Intentional 

       Investing ebook

       Monthly email newsletter

CONNECT WITH US

Phone  248.677.1762

Email    info@clearfinancial.net

Clear Investing Intentional Investing book Robert Schmansky livonia novi ann arbor detroit lansing cfp independent onine financial advice investment manager young professionals
  • RSS - White Circle
  • YouTube - White Circle

© Clear Financial Advisors, LLC | Locations / Contact UsDisclaimer