Company

Clear Financial Group was founded with the goal of assisting our clients towards a clear understanding of their financial life. Our advisors are registered with the national independent brokerage firm LPL Financial. Clear Financial Group seeks to provide competent and objective advice; therefore we do not offer proprietary products or services. We work with you to identify goals, create strategies, provide investment management, and help you maintain your financial life well into the future.

We listen to you. It is important for us to understand why you save, why you invest and what you are planning for so that we can provide you with a sound investment strategy. It is also important for us to understand your goals in order to align your objectives with this strategy.

With over 25 years of investment experience our team will work with you to develop a strategy to match your financial goals with the corresponding suitable investment products. Building a personalized strategy involves combining a deep knowledge of the multitude of investment products with your overall level of risk tolerance.

Our process involves managing and monitoring investment strategies on a consistent basis. Asset allocation is an art, not a science. The management of your investment strategy involves the constant supervision of your overall asset allocation as well as monitoring the specific aspects of that allocation. We believe it is imperative to meet on a scheduled basis in order to update you on management performance and portfolio composition. Asset allocation does ensure a profit or protect against a loss.

Because life changes, financial plans need to change accordingly. We are dedicated to the ongoing development of your financial strategies and goals. It is important to align yourself with a financial planning group that shares this dedication, and embraces the responsibility. At Clear Financial Group we welcome the journey.