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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

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.