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 Provide a comprehensive financial plan to align your current actions with future goalsCalculate your current and projected net worth to establish a foundation for planningHelp manage cash flow, income and spending, now and in the future, in line with your planning goalsEvaluate your existing insurance coverage and plan comprehensively for additional protection needsOffer budgeting tools and consolidated account access to help keep you informed about your financesAssign your portfolio a Risk Number to track and maintain your personal risk level* Retirement Planning Provide education on the structure and regulations concerning various retirement planning optionsAnalyze your current and future income needs to drive investment decision makingDevelop recommendations in seeking to fund your income needs to help maintain a comfortable lifeRecommend a suitable distribution strategy for your employer retirement plans and IRAsOptimize strategies for Social Security payment options Financial Education Host webinars and events to provide up to date information on markets, economics and planning techniquesHelp you evaluate the economic news to determine what you should and shouldn’t be concerned about Investment Advice and Management Evaluate your tolerance for risk and loss to design appropriate investment strategiesDesign and maintain a personalized investment strategies and a portfolio appropriate to your needsCollaborate on proper allocation and positioning of funds in retirement plans such as 401(k)sHold regular review meetings to ensure you are on track to meet your goalsProvide ongoing due diligence and monitoring of investmentsDiscuss and present alternative investment strategies for proper portfolio diversificationBe available for touch base conversations to answer questions and address your evolving needs Tax Planning Comprehensively review your tax situation to highlight opportunities for optimal tax positioningIncorporate tax law changes and projections into your planning and investment strategiesConsult with your tax preparer to make sure all finances and strategies are aligned Estate Planning Review your current estate plan, will, trusts and powers of attorney for concerns and necessary changesAssist in asset transfer strategies and beneficiary reviewProvide investment guidance with the appropriate and necessary steps in the event of the death of a loved oneAssess philanthropic giving strategies through understanding your family goals and charitable valuesConsult with your estate planner to make sure all strategies are aligned Additional Offerings Review education planning and funding strategies to include UTMAs, education IRAs and 529 plansFind 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.