© 2018 by Clearview Financial, Inc.

1.  We meet with you to get to know you and your particular lifestyle and financial needs. Only then can we help you to create a detailed financial plan specific to you and your family.  Your personalized plan can help you to:

 

  • Make sure that your retirement benefits will last your lifetime

  • Maximize the value of your stock options and equity compensation

  • Get the most from your Social Security benefits.

  • Make sure you have enough set aside for your children's college education.

  • Plan for the distribution of your assets to your heirs.​

                                                                     

2.  Secondly, we help you implement your plan.  This may involve setting up and investing for both retirement and college accounts, and working with your estate planning attorney so that they prepare a plan that truly works toward your goals.

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3.  Finally, we will meet with you at least annually to review your plan and help you adjust your plan to your life and financial changes.

Our Process