Est. 2011
Fiercely Independent Fiduciary Financial Advice™
2013 PlanPlus Global Financial Planning Awards Finalist
Online Advice Services
We prefer to sit down with prospective clients, or have an introductory phone call, in order to get to know one another and find out if our services are a fit for your needs.
The majority of our relationships begin with a Clear Financial Review (CFR); a one to three meeting review of those financial items that are of most importance to you. While fees for New Client CFRs are based upon the amount of work and complexity of your situation, we have sample fee schedules in the Service Menu on this page.
Clear Financial has been a Fee-Only fiduciary from our start, choosing to provide our clients with a conflict-free service model.
How Can We Serve You?
"I would like an advisor to meet with who will manage my investment portfolio in a holistic manner, who will be on call and proactive in working with me."
"I would like an advisor to meet with to give me specific recommendations on my investment holdings, but I would like to implement my investment plan and choose where they are held."
"I am just getting started and would like an advisor to provide a plan that I can implement online, and who can be there for me as my needs change."
"A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence. The distinguishing obligation of a fiduciary is the obligation of loyalty."
— Lord Millett, Bristol and West Building Society v Mothew
Wealth Management
Our premium ongoing and full-service offering or those seeking an ongoing relationship with professional wealth management implementation.
Most investment managers ignore the important things. Investing isn't about trading mutual funds or guessing and gambling to beat a market. It's about knowing your goals, having a long-term tax plan integrated with your investments, and taking advantage of the specific benefits available to you in and outside of your workplace plans.
Our Wealth Management service is holistic in nature and provides on-going support and meetings to review your investment plan.
By advising in a holistic approach, we manage an entire relationship. Your 401(k), 403(b), 457, IRA, Roth IRA, Simple IRA, SEP IRA, solo 401(k), and brokerage account are coordinated together towards meeting your goals.
Schedule
1.00% annualized on the first million (billed monthly)
0.50% above
