Broker Check

Helping You Navigate Your Financial Climate

At Clear Vision Financial Advisors, our mission is simple: to preserve, increase and protect our clients' wealth through comprehensive financial planning and asset management. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations, customized retirement and investment strategies, and education tailored to your questions.

As an independent firm, we take an individualized approach with every person. We look at your goals, objectives, and risk tolerance in order to craft customized strategies. I assist hard-working families, business owners, and retirees navigate the often complex world of workplace benefits, education, tax, and retirement planning, and small business strategies. Through a hands-on approach and proactive process, we strive to empower you to make well-informed financial decisions and feel confident in your future.

We take pride in knowing we have built such strong relationships in our community throughout the 29 years that our advisors have been in the industry. Whether you have questions about investing, your retirement years or leaving a legacy to your loved ones, contact our office to learn more about how we may be able to help.

Helpful Content

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.