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

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.