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Services for Families and Couples


When your plans include a spouse, partner, or child it becomes even more critical to make sure you are on the right financial path.


At the same time, it can be hard to stay on top of all of the changes in laws, taxes, and monitor your portfolio. Opportunities are easy to when you have other priorities at work and home.


Your Family CFO


Our Clear Wealth Management service provides ongoing support and regular meetings to make sure your finances are being handled, and changes are made when called for. We can provide investment analysis, recommendations, and a second opinion - no matter where you hold your funds.


For additional information please see Our Services pages.

Financial Planning and Investing for Families and Couples

Having a family means planning isn't just about you. We help craft plans for newlyweds looking to combine their plans into one, as well as more mature families where it may be difficult to find time for finances between school, sports, and other activities.


We help families and couples by: 

  • Making sure we have a protection plan for what matters most to you and yours.

  • Creating a joint plan that takes advantage of tax and benefit opportunities for both spouses. 

  • Investing over multiple plans to invest in the best options available to you, while supplementing options in workplace plans with outside accounts. 

  • Clearing up the complexity involved in saving for your retirement, as well as family goals (home down payment, college funding). 

Let's discuss your personal needs...

Schedule a Call or Meeting...

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