Wealth Management Services
Making the Most of Your Money to Live Your Best Life
A personalized, holistic approach to your financial future—with ongoing support for the journey
Comprehensive Financial Planning
Navigate Your Financial Future
Realistic. Authentic. Results-oriented. Your path to wealth starts here.
Like so many others, you’re trying to raise your kids, care for your parents, and plan for retirement—all while trying to live well today. Financial guidance from Clear Insight Wealth Management transforms complexity into clarity.
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Our client relationships begin with a meeting to get to know you. By working with you to clarify what matters most, we will create a comprehensive financial plan that aligns with your vision and goals. Throughout the year, we’ll continue to address the areas where you need the most guidance or support.
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There are seven components to comprehensive financial planning with Clear Insight Wealth Management:
Cash Flow: Mindful spending
Investing: Growing your wealth
Insurance: Protecting what matters
Tax Planning: Making strategic decisions
Retirement Planning: Taking the long view
Estate Planning: Inter-generational wealth is for everyone
Family Matters: Education, aging parents, and other concerns
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With decades of experience working with small business owners, military families, and government employees, our financial planning experts understand the seasons of your financial life.
We address the following topics each year as needed:
• Annual spending plan
• Tax planning
• Portfolio rebalancing
• Getting ready to file your taxes
• Analysis of your prior year’s return
• Estate planning
• College planning
• Student loans and other debt
• Insurance review
And more
Investment Management
Protect And Nurture Your Nest Egg
The guidance and support to get you there.
We take a strategic approach to building and protecting your assets that considers your motivation, timeline, and priorities.
YOUR GOALS. YOUR INVESTMENTS.
A core tenet of our investment management approach is that finances can’t be separated from the client. To provide the best possible financial advice, we need to know and understand you. Establishing that relationship allows us to build you a customized, tax-efficient portfolio within your comfort level to achieve your future goals.
Tax Planning
Maximize Every Opportunity
Navigate taxes confidently with strategic tax planning.
Tax planning is an integral part of the overall financial planning process.
STRATEGIC GUIDANCE
Waiting until tax time to think about taxes, can mean missed opportunities. With individual and business tax expertise, we can help you navigate the changing tax code and advise you on what opportunities are best for you. Since tax planning is part of our holistic approach to finances, you can trust that our work together is focused on your long-term goal. Clear Insight Tax can help with your tax preparation needs.
Clear Insight Wealth Management is the Clear Choice.
We are the clear choice for building wealth with over 50 years of combined experience. Clear Insight works with small business owners, military families, and government employees to seamlessly coordinate financial planning, investment management and tax planning and preparation.
No Hidden Fees: Clear, Straightforward Pricing
As a fiduciary firm, we do not earn incentives or commissions for our work; rather, we use a fee-only model to indicate our commitment to our client’s goals.
COMPREHENSIVE FINANCIAL PLANNING
Starting at $300 a month.
INVESTMENT MANAGEMENT
1.00% of assets up to $1,000,000
0.75% of assets $1,000,001 to $3,000,000
0.50% of assets $3,000,001 to $5,000,000
0.35% of assets over $5,000,000
