Broker Check

What We Offer

Clearview Financial Partners is committed to providing proactive service to all of our clients. In order to accomplish this, every team member strives to be your partner in helping you achieve financial success. Below, we outline the support our team will provide in seeking to move closer to your vision for the future. Whether interacting direct with clients or behind the scenes our focus is always on you.

Financial Planning

Financial Planning

  • Provide a comprehensive financial plan to align your current actions with future goals
  • Calculate your current and projected net worth to establish a foundation for planning
  • Help manage cash flow, income and spending, now and in the future, in line with your planning goals
  • Evaluate your existing insurance coverage and plan comprehensively for additional protection needs
  • Offer budgeting tools and consolidated account access to help keep you informed about your finances
  • Assign your portfolio a Risk Number to track and maintain your personal risk level*
Retirement Planning

Retirement Planning

  • Provide education on the structure and regulations concerning various retirement planning options
  • Analyze your current and future income needs to drive investment decision making
  • Develop recommendations in seeking to fund your income needs to help maintain a comfortable life
  • Recommend a suitable distribution strategy for your employer retirement plans and IRAs
  • Optimize strategies for Social Security payment options
Financial Education

Financial Education

  • Host webinars and events to provide up to date information on markets, economics and planning techniques
  • Help you evaluate the economic news to determine what you should and shouldn’t be concerned about
Investment Advice and Management

Investment Advice and Management

  • Evaluate your tolerance for risk and loss to design appropriate investment strategies
  • Design and maintain a personalized investment strategies and a portfolio appropriate to your needs
  • Collaborate on proper allocation and positioning of funds in retirement plans such as 401(k)s
  • Hold regular review meetings to ensure you are on track to meet your goals
  • Provide ongoing due diligence and monitoring of investments
  • Discuss and present alternative investment strategies for proper portfolio diversification
  • Be available for touch base conversations to answer questions and address your evolving needs
Tax Planning

Tax Planning

  • Comprehensively review your tax situation to highlight opportunities for optimal tax positioning
  • Incorporate tax law changes and projections into your planning and investment strategies
  • Consult with your tax preparer to make sure all finances and strategies are aligned
Estate Planning

Estate Planning

  • Review your current estate plan, will, trusts and powers of attorney for concerns and necessary changes
  • Assist in asset transfer strategies and beneficiary review
  • Provide investment guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Assess philanthropic giving strategies through understanding your family goals and charitable values
  • Consult with your estate planner to make sure all strategies are aligned
Additional Offerings

Additional Offerings

  • Review education planning and funding strategies to include UTMAs, education IRAs and 529 plans
  • Find strategies for executive compensation investments such as restricted or concentrated stock holdings

Our Expectations of our Clients 

It is imperative that we meet at least once throughout the year to discuss your financial situation. This will help foster our long term business relationship.

*IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. Scenarios illustrated are hypothetical and not representative of any specific investment or investor. Individual results will vary. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.