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Online Portal Guides

 

In addition to the videos provided throughout the online portal, below are guides to help maximize your use of your online portal. 

 

 

Guides to Managing Your Site

Bookmarking Your Site on Your Mobile Device

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

CONNECT WITH US

Phone  248.677.1762

Email    info@clearfinancial.net

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A clear, intentional 

investment plan and philosophy. 

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