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livonia novi ann arbor detroit lansing cfp independent onine financial advice investment manager retirement young professionals

Financial Planning and Investing for Retirement

Retirement isn't a finish line, and it certainly isn't the ending point for financial planning.

 

There are several areas that retirees may overlook in their financial plans:

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   Â» Managing investment risk. We call this investing with intention. We don't want to take risks when there isn't a need. Many retirement investment products and strategies take more risk than you may need in search of excess returns.

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   Â» Managing financial risks. We can assemble a team of experts or work with your own insurance team to make sure your coverage is appropriate. 

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   Â» Managing tax exposure. Retirees face several tax opportunities and pitfalls.

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   Â» Managing your estate. Are your plans for your affairs current? 

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Even if you have a plan, it makes sense to consider a second opinion. You would have a second opinion on surgery; making sure your financial health is in order can be just about as critical!​

Let's discuss your personal needs...

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livonia novi ann arbor detroit lansing cfp independent onine financial advice investment manager retirement young professionals

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ABOUT US

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

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Rob is an Investment Advisory Representative (IAR) of and offers investment advisory services through Pathworks Financial, Inc - A SEC Registered Investment Advisor

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livonia novi ann arbor detroit lansing cfp independent onine financial advice investment manager retirement young professionals
livonia novi ann arbor detroit lansing cfp independent onine financial advice investment manager retirement young professionals

CONNECT WITH US

Phone  248.677.1762

Email    info@clearfinancial.net

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