Pulling Together the Pieces
Your finances involve many moving parts. You need a game plan that takes into account many pieces, just a few of which may include:
» Do I save more or pay-off debt? Am I saving enough?
» Am I adequately covered for emergencies?
» How do I start-up or exit a business?
» What tax strategies am I missing? Am I paying more than I should be in taxes?
» How do my goals fit into my finances?
Many advisory firms focus on one piece of the puzzle - a broker's focus is on investing more assets, an insurance agent's focus is selling more insurance, and so on. Our goal at Clear Financial Advisors (CFA) is to assist you with answering the question of how all parts of your finances coordinate in order to meet your overall objectives.
CFA pulls together the pieces to create and manage a holistic plan. Our unique background gives our clients a family Chief Financial Officer (CFO) with experience in all areas of finance who can create a game plan that sees the big picture. You remain the CEO of your family plan, we provide the expert guidance. We can work as your sole advisor, a second set of eyes, or recommend experts to assist where appropriate.