Discover Your Path to a
Tax-Efficient Retirement
Connecting retirement planning, tax planning,
and investing to create your dream retirement.
What’s On Your Mind?
For all the small questions and big transitions, we help you
face each step with greater confidence.
When can I retire, and how
much can I spend in
retirement?
How do I save on taxes
before and during
retirement?
How do I generate tax-efficient retirement income from my
various accounts?
Retirement Only Happens Once in a Lifetime.
What Do You Need to Make It the Best Years Yet?
As CPAs and CFP® professionals, our comprehensive financial planning blends all aspects
of your wealth into an integrated plan that runs while you prepare for and enjoy retirement.
Retirement Planning & Management
Tax Planning & Preparation
Investment
Management
Meet Your Go-to Guides
For All Things Financial
What’s it like being part of our Clearview
community? Take a closer look:
Dedicated to You
We intentionally limit the number of clients we partner with to ensure you receive the detailed, individualized support you deserve.
Tax-Efficient Advice
We are CPAs and CFP® professionals, providing the
integrated tax and financial planning you need
throughout retirement.
Hands-On Support
We want to be the first person you call about any
financial decision. Schedule meetings when you need us, not just during the review seasons.
How We Help
Nearing retirement? Already in it? See how we can help others
feel more confident at every step of their retirement journey.
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ButtonManaging the Transition to Retirement
The Client: Michael and Laura, ages 65 and 63
Professions: Recently retired Marketing Executive and a former Teacher with a pension.
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Charting the 5-Year Path to Retirement
The Client: David and Susan, ages 57 and 56
Professions: Engineer and a Nurse
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Aligning Wealth with Values
The Client: Robert and Mary, ages 71 and 70
Professions: Retired Physician and a former University Administrator
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Navigating Retirement Amidst a Life Transition
The Client: Anne, age 60
Professions: Non-Profit Director
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Navigating a Windfall & Career Burnout
The Client: Sarah, age 52
Professions: Senior Director at a tech company that was just acquired.
How Should You Be Invested For Retirement?
Download our free guide to learn the 7 essentials for navigating today’s complex market and building a secure retirement portfolio.
Ready to Create Your Retirement Strategy?
Connect with us to learn more about how we can help you make the
most of your finances throughout retirement.